Wealth Wake Up

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Tuesday, January 27, 2015

"All About The Central Bank(s)" | Bond Market Perspectives | January 27, 2015

"Recent central bank action has reinforced the “lower for longer” interest rate theme in global bond markets."

Monday, January 26, 2015

"No Deflating The US Dollar" | January 26, 2015 | Weekly Market Commentary

"The latest leg up for the U.S. dollar has been driven by anticipation and arrival of QE by the ECB."

Monday, January 26, 2015

"Gauging Global Growth" | Weekly Economic Commentary | January 26, 2015

"The pace of growth in the global economy is a key driver of global earnings growth, and ultimately, the performance of global equity markets."

Monday, January 26, 2015

Portfolio Compass | January 26, 2015

"Upgrading technology and industrials to positive and munis (int.) to neutral/positive."

Tuesday, January 20, 2015

"Taking A Page From The Fed" | Bond Market Perspectives | January 20, 2015

"The ECB is widely expected to announce a Fed-style outright government bond purchase program this week."

Tuesday, January 20, 2015

"European Head Fake?" | January 20, 2015 | Weekly Market Commentary

"The much anticipated European Central Bank (ECB) policy meeting this week may include a quantitative easing (QE) program announcement."

Tuesday, January 20, 2015

"Beige Book: Window On Main Street" | Weekly Economic Commentary | January 20, 2015

"The latest Beige Book reflected a picture of the U.S. economy that was largely unaffected by concerns over dropping oil prices, the 2014 holiday shopping season, global growth scares, and a rising U.S. dollar, although the drop in oil prices was noted as a negative in some districts."

Tuesday, January 13, 2015

"What Is Driving Bond Yields?" | Bond Market Perspectives | January 13, 2015

"The fall in 10- and 30-year Treasury yields over the second half of 2014 has been driven primarily by falling inflation expectations, rather than concern over the health of the U.S. economy."

Monday, January 12, 2015

"Strong 2014 For Stocks And (Surprisingly) Good Year For Bonds" | Market Insight | First Quarter 2014

"The U.S. economy got off to a challenging start in 2014 after unusually severe winter weather across much of the country hindered consumer spending and business activity."

Monday, January 12, 2015

"The Bright Side of Cheap Oil" | January 12, 2015 | Weekly Market Commentary

"Earnings season is here and the impact of low oil prices will be the market’s main focus."

Monday, January 12, 2015

"Drilling Into The Labor Market" | Weekly Economic Commentary | January 12, 2015

"The U.S. economy created another 252,000 net new jobs in December 2014 and 3 million over the course of 2014, with the most net new jobs added since 1999. "

Monday, January 12, 2015

New Year Client Letter by John Canally, CFA | January 9, 2015

"Happy New Year. The Hollywood blockbuster Back to the Future, released 30 years ago in 1985, has been garnering some headlines lately because its sequel, Back to the Future II, was set mainly in 2015."

Wednesday, January 7, 2015

Portfolio Compass | January 7, 2015

"Upgrading stocks to neutral/positive from neutral and downgrading cash."

Tuesday, January 6, 2015

"Curve Ball" | Bond Market Perspectives | January 6, 2015

"For just the second time in the last 30 calendar years, short-term 2-year Treasury yields increased while longer-term 10- and 30-year Treasury yields fell."

Monday, January 5, 2015

"Back To The Future In 2015" | Weekly Economic Commentary | January 5, 2015

"This week we examine how the U.S. economy in 1985 compares with 2015, focusing on factors such as the pace of the current economic expansion, the political balance in Washington, consumer sentiment, and the role of the Fed’s monetary policy."

Monday, January 5, 2015

"A Tale of Two Earnings Seasons" | January 5, 2015 | Weekly Market Commentary

"The fourth quarter of 2014 will be a tale of two earnings seasons: the best of times and the worst of times."

Monday, December 22, 2014

"10 Stock Market Questions for 2015" | December 22, 2014 | Weekly Market Commentary

"With 2015 almost here, this week we pose and respond to 10 key stock market questions for 2015. Look for more on these and other topics throughout the year."

Monday, December 22, 2014

"Before and After" | Weekly Economic Commentary | December 22, 2014

"The impact of falling oil and energy prices on inflation, inflation expectations, the U.S. and global economies, and the global financial system received a great deal of attention at the eighth and final FOMC meeting of 2014."

Monday, December 22, 2014

Effects of Lower Oil Prices Client Letter by John Canally, CFA | December 22, 2014

"Oil prices may be turning into the Grinch of this holiday season. Oil has dropped by more than 40% in just the past three months and contributed to volatile stock markets."

Wednesday, December 17, 2014

Portfolio Compass | December 17, 2014

"Downgrading energy commodities to neutral from neutral/positive."

Podcasts

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Wealth Wake Up for 12/27/14

Host Dick Donahue uses his wealth of experience to deftly guide us through an often complicated world at the intersection of finance and regulation.