Mid-Year Check-In
Mid-Year Check-In

Mid-Year Check-In

 

By:

J. Reed Murphy
J. Reed Murphy
CIMA®

President
Chief Investment Officer

Meet Reed →
 

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Mid-Year Check-In

Summer 2017 Market Commentary: Trump Trade, Global Expansion, and the Fed

We are mid-way through 2017. Mid-points provide opportunities to reflect on the past and look forward to the future. President Trump has held office for half a year. The Fed has raised interest rates and promised to reduce its balance sheet. Given the past six months, what might the market and economy look like for the remainder of 2017?

In the latest Market Commentary, “Mid-Year Check-In,” Chief Investment Officer Reed Murphy comments on market trends and provides insights on:

  • How and why the “Trump trade” and political uncertainty have been trumped by global expansion;
  • The attractiveness of international stocks; and
  • The consequences of the Fed reducing its balance sheet.

These are just a few of the topics addressed in the 2017 Summer Market Commentary.

Click here to read the complete commentary, including a market recap and portfolio implications »


 
Tags:  Bear Market, Economic Growth, Economic Outlook, Global Economics, Global Growth, Home Bias, Interest Rates, Market Commentary, Regulations, The Fed, Trump Economic Policy, Trumponomics

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