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Recovery and the Fed Teases

Posted by Byron Sanders on Jun 19, 2019 1:10:31 PM

June 17, 2019

After a bruising May, the first half of June brought good news to investors as equity prices climbed backtoward their early May highs.  Hints from the Federal Reserve that interest rate reductions may be in place as soon as July cheered markets in the US and deflated recession expectations among the pundit class. 

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Topics: Economy, stocks, interest rates, trade war, oil

May 2019 Economic and Market Commentary

Posted by Byron Sanders on Jun 12, 2019 4:49:32 PM

 

Monthly economic and market views from our Chief Investment Strategist, Byron Sanders.  In this month's edition, Byron provides some insight on the challenging month of May for equities, some comments on Brexit, the Fed, and tariffs.  Read on for more.
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Topics: Economics, stocks, bonds, tariffs, markets, interest rates, trade

Recession Fears?

Posted by Byron Sanders on Jun 3, 2019 5:42:46 PM

The past two weeks have not been kind to worldwide equity investors. After the most recent peak for broad domestic equity indexes at the beginning of May, prices have trended generally lower dragging International indexes lower as well. Trade tensions, including newly announced Mexico specific tariff threats, and worries about the health of the US economy have combined to unsettle equity markets. The chart below details the DJTMI over the past 12 months.

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Topics: Investments, Economy, interest rates, trade war, trade

First Quarter 2019 Market & Economic Commentary

Posted by Byron Sanders on Apr 12, 2019 11:44:02 AM

First Quarter Market Comment

April 8, 2019

After a disappointing final quarter of 2018, global equity prices extended their post-Christmas

rally and posted very strong gains in the first quarter of 2019. Broad domestic benchmark indexes were standouts, but International and Emerging Market equities also delivered solidly positive numbers. US investors, especially, were cheered by the Federal Reserve’s decision, announced in late January, to suspend the program of scheduled ¼% increases in their Fed Funds rate that had through 2018.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

January Market & Economic Commentary

Posted by Byron Sanders on Feb 5, 2019 1:19:51 PM

The Fed Blinks

January 31, 2019

 

World equity prices have extended their January uptrend over the past two weeks. Most broad-based indexes have recovered more than 50% of the declines that ended on December 24, 2018. Progress on resolution of trade disputes with China and reduced anxiety over the course of short-term interest rates appear to have flipped investor sentiment 180° from late December.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

Welcome to the Artifex Intelliplan Blog

Commentary on the world of finance, and other things

We at Artifex believe in enhancing the wisdom of our clients and readers.  While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.

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