One Man’s Opinion: Will The Federal Reserve Continue With Rate Increases?

Ulli Market Review Leave a Comment

The latest US-made durable goods reading was disappointing for the economy and showed businesses were pulling back even further than investors anticipated going into 2016, said Lindsey Piegza, chief economist at Stifel Fixed Income. Beyond the headline number, the details were more disappointing as capital goods orders, excluding aircraft and defense, a proxy used by investors for business investment, were …

One Man’s Opinion: Will A Fed Rate Hike Be Positive For Equities?

Ulli Market Review Leave a Comment

At the upcoming December 15-16 FOMC meeting, Fed Chair Janet Yellen is likely to reiterate what she said at the Congressional testimony which is that the economy is expanding at a moderate pace and they made significant improvement in terms of reaching full-employment, said Michelle Meyer, deputy head of US economics at Bank of America Merrill Lynch. Inflation is so …

One Man’s Opinion: Will Earnings Expectations Be More Moderate This Year?

Ulli Market Review Leave a Comment

A hike in interest rates may not happen in the US this July though that probably remains the appropriate policy move, said David Joy, chief strategist at Ameriprise Financial. Ameriprise expects the US economy to grow by 3 percent in 2015, which justifies the beginning of a liftoff; but whether that happens in June or July remains to be seen. …

ETF/No Load Fund Tracker Newsletter For January 23, 2015

Ulli ETF Tracker Leave a Comment

ETF/No Load Fund Tracker StatSheet ————————————————————- THE LINK TO OUR CURRENT ETF/MUTUAL FUND STATSHEET IS: https://theetfbully.com/2015/01/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-01222015/ ———————————————————— Market Commentary Friday, January 23, 2015 A DISAPPOINTING FINISH TO A FRUITFUL WEEK [Chart courtesy of MarketWatch.com] 1. Moving the Markets Stocks ended lower today but higher on the week, led primarily by the technology sector. Pushing markets higher in general was news …

One Man’s Opinion: The US Fed Is Focused On Wage Inflation; But Will They Remain Accommodative?

Ulli Market Review Leave a Comment

The recent market rally that took place, after the minutes from the Fed’s last FOMC meeting were published, was kind of a relief rally because most participants had expected the hawks to get their message out, like it happened on earlier occasions, said Scott Mather, deputy chief investment officer at Pacific Investment Management Co. What the markets saw instead was …