trade deal with China

Uncategorized, Weekly Update

Yet More Signs of Market Risk-Taking


Published December 20, 2019

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Investors continue to be willing to take on more risk. Now that the “phase one” trade deal with China appears to be completed, the UK election results are in, and the Federal Reserve projects being on hold for quite some time, investors have breathed a collective sigh of relief. (more…)

Uncategorized, Weekly Update

Investors Are Reminded How Critical the China Trade Deal Is


Published May 10, 2019

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After weeks of calm, stocks were rattled this week as the expected trade agreement between the U.S. and China appeared to encounter serious pressure. Entering the month of May, the Trump Administration was encouraging investors with comments that the agreement was in the “final laps” with “productive” meetings being held. However, this week the tone out of the Administration changed dramatically. (more…)

Uncategorized, Weekly Update

Time for Caution?


Published April 12, 2019

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Below is a recent market and economic commentary from the folks at Schwab. As with many of their comments this year, they remain quite cautious on the stock market despite its run higher. Here, they explain what they see that causes them some pause: (more…)