Fall 2018 Market Commentary: Elephants, Donkeys & History Books
Fall 2018 Market Commentary: Elephants, Donkeys & History Books

Fall 2018 Market Commentary: Elephants, Donkeys & History Books

 

By:

J. Reed Murphy
J. Reed Murphy
CIMA®

President
Chief Investment Officer

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Fall 2018 Market Commentary: Elephants, Donkeys & History Books

A look at volatility, political midterms and economic headwinds & tailwinds.

In the winter commentary issued in January of 2018, we wrongly predicted the Cubs would again be headed to the World Series. We are swallowing our pride, and revisiting some of our other Top 10 predictions in our Fall Market Commentary, “Elephants, Donkeys & History Books”. Will there be a major political shakeup at midterm?

History tells us that, typically, the President’s party loses seats in the first midterm. In the market commentary, we explore outcomes from an apolitical and historical standpoint. We also revisit the implications of the Tariff Tantrums, trade agreements, and the continuing conflict of economic headwinds (rising interest rate monetary policies) and tailwinds (economic growth and fiscal policy). These issues have played out in force in recent days, bringing another of our predictions true – increased volatility.

 

2018 Fall Market Commentary Get in the Know – Fall 2018 Market Commentary
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Tags:  Democrats and the Economy, Economic Growth, Economic Health, Economy, Emerging Markets, Fall 2018, Fed Fund Rates, Fiscal Policy, Global Economy, How Midterms Affect the Economy, Inverted Yield Curve, Market Commentary, Market Predictions, Midterm Elections, Midterms and Economy, Monetary Policy, Political Shakeup, Politics and the Economy, Presidential Party, Recession, Republicans and the Economy, Rising Interest Rates, Tariff Tantrums, Tariffs, The Fed, Trade Agreements, Trade Wars, Trade with Canada, Trade with China, Trade with Mexcio, U.S. Dollar, U.S. Economy

Note:  The content of this article is for guidance and information purposes only and is not intended to be construed as advice. Information provided is not intended to provide investment, tax, or legal advice.


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