John Rothe Archive | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

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WEEKLY ECONOMIC UPDATE

NO SURPRISE: HOUSEHOLD SENTIMENT WANES The initial September edition of the University of Michigan’s consumer sentiment index came in last week at 85.7 – its lowest reading in a year, significantly below its final August mark of 91.9. Given the recent stock market retreat and ongoing headlines about China’s economic slowdown, the closely watched indicator seemed primed ...

Growth Of The Dow Vs Historical Averages

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ince 2009, the US stock market has been rising due to a Fed created, low interest rate environment.

However, the economy has not seen the same growth as the stock market.

This has many investors wondering if the current stock market rise will end due to “non impressive” economic growth — or if the market will continue to rise as the Fed may be forced to continue its economic stimulus plans.

To put the current stock market rise in historical perspective…

Global Asset Allocation Strategy: May 2015 Update

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o far, 2015 has been a volatile and choppy market here in the US. Global investors have begun to look outside the US for value opportunities.

Overseas markets continue to be the outperform US equity markets. And we are seeing increasing weakness in US Treasury Bonds.

This may be the start of a longer term “exit” from US markets as assets continue to shift into international markets.

US Stock Market – Still Stuck

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he S&P 500 index is still stuck in a wedge pattern and investors don’t look to be too committed to the up or downside direction of the market.

As a result the S&P 500 has basically made no progress in over four months. This, despite the stregthing in small cap stocks – which usually indicates that investors are feeling less risk adverse.

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