Article Category: Valuations

Leading Indicators and Post-Rate Cut Performance

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The International Monetary Fund just released their quarterly update to the World Economic Outlook, and now projects real global economic growth to slow to 3.2% this year (from 3.6% in 2018 and 3.8% in 2017). Interestingly, the main downgrades in growth were concentrated in emerging market economies, including India, Russia, Mexico and Brazil.


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Posted in: China Economy Global Growth Gold Recessions Valuations

A Deeper Look at Valuation Levels

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At the end of each quarter J.P. Morgan puts out their so-called “Guide to the Markets,” which includes a wealth of information about the market and economy. The information isn’t the most timely, but it helps investors wrap their arms around many key data points.

There are a handful of charts that I’d like to discuss today, but before we do that let’s take a quick look at the technical condition of the stock market.


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Posted in: Earnings Economy Interest Rates Stocks Taxes Valuations

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