Wealth Wake Up

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Wednesday, February 25, 2015

Portfolio Compass | February 25, 2015

"No changes."

Tuesday, February 24, 2015

"Reassessing Interest Rate Risk" | Bond Market Perspectives | February 24 , 2015

"We do not expect the weakness witnessed in 2013, but a difficult February 2015 thus far warrants another look at assessing interest rate risk, especially given the likely start of Federal Reserve (Fed) interest rate hikes later this year."

Monday, February 23, 2015

"Are Expectations Too High?" | February 23, 2015 | Weekly Market Commentary

"The market’s continued ascent has caused some to ask if the stock market reflects excessive optimism."

Monday, February 23, 2015

"Housing Health" | Weekly Economic Commentary | February 23, 2015

"We continue to expect housing may add to GDP growth in 2015 and for the next several years, as the market normalizes following the severe housing bust of 2005 -- 2010."

Tuesday, February 17, 2015

"Energy Sector Outlook: What We Are Watching" | February 17, 2015 | Weekly Market Commentary

"We are watching several key factors to assess the potential opportunity in the energy sector."

Tuesday, February 17, 2015

"Puerto Rico Putters" | Bond Market Perspectives | February 17, 2015

"Puerto Rico municipal bond price volatility picked up following the strike down of the restructuring law, as the market began to price in the prospect of a broader default."

Tuesday, February 17, 2015

"Global GDP Tracker" | Weekly Economic Commentary | February 17, 2015

"The market continues to expect that global GDP growth will accelerate in 2015 and 2016, aided by lower oil prices and stimulus from two of the three leading central banks in the world."

Wednesday, February 11, 2015

Portfolio Compass | February 11, 2015

"No changes."

Tuesday, February 10, 2015

"Deciphering Negative Yields" | Bond Market Perspectives | February 10, 2015

"The negative bond yield club is exclusively comprised of European issuers reflecting the ongoing deflationary environment, poor growth expectations, euro currency risks, and negative overnight borrowing rates at selected central banks."

Monday, February 9, 2015

"Europe: The Road To Recovery?" | Weekly Economic Commentary | February 9, 2015

"Although it is too soon to gauge the effectiveness of QE in the Eurozone, key readings and data are beginning to show improvement, and consensus expectations are for continued growth in 2015."

Monday, February 9, 2015

"Earnings Season Highlights And Lowlights" | February 9, 2015 | Weekly Market Commentary

"In this commentary we look at some of the highlights and lowlights of fourth quarter earnings season."

Tuesday, February 3, 2015

"Why Own Bonds?" | Bond Market Perspectives | February 03, 2015

"A soft start for the U.S. stock market in 2015 once again illustrates the diversification benefit of high-quality bonds even at very low yields."

Monday, February 2, 2015

"January Employment Report Preview" | Weekly Economic Commentary | February 2, 2015

"The market is expecting the economy to add 235,000 net new jobs in January 2015 and for the unemployment rate to remain at 5.6%."

Monday, February 2, 2015

"Don't Fret About January Effect" | February 2, 2015 | Weekly Market Commentary

"The stock market fell in January, causing some to ask whether the so-called January effect means that stocks will fall this year."

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."

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