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Investments & Economy The Week Ahead Grow

The Week Ahead – Best Week of 2019

By | 6/10/19 8:13 AM Brett Dulyea, CFA, CAIA
| 6/10/19 8:13 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Last year I wrote about my mother-in-law looking to buy a house here in the Los Angeles area. Like a lot of people, she was having a difficult time finding anything she liked within her budget. Well, the combination of evolving expectations, patience and an eager seller meant she is now..

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Investments & Economy The Week Ahead Grow

The Week Ahead – Houston We Have a Problem

By | 5/20/19 8:26 AM Brett Dulyea, CFA, CAIA
| 5/20/19 8:26 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

A few weeks ago, one of my favorite economists had an interesting note that invoked the movie Apollo 13. In reference to the strong economic data, he quoted the iconic scene of the pre-launch systems check:

“Listen up. Give me a go/no go for launch.

Booster? Go. RETRO? Go. FIDO? We’re go,..

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Investment Commentary Investments & Economy Grow

Market Action Update: The “What Now?” Moment

Markets decline on an escalation of the U.S.-China trade war

As of this writing, global equity markets are down in intraday trading by more than 2% today on news that the Chinese will retaliate against the Trump administration’s increase in tariffs by imposing tariffs on U.S. goods. The recent volatility began last week when President Trump announced in a tweet that negotiations over a deal had broken down and that the U.S. would increase..

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