Wealth Wake Up

Blog

Tuesday, May 26, 2015

"Municipal Challenges" | Bond Market Perspectives | May 26, 2015

"We see a potentially brighter future ahead for municipal bonds, despite a difficult second quarter thus far, due to still attractive valuations, higher yields, and a favorable summer seasonal period."

Tuesday, May 26, 2015

"Grading The Fed's QE Program: Week 2" | Weekly Economic Commentary | May 26, 2015

"We focus on the Fed’s dual mandate to promote low and stable inflation and maximum employment."

Tuesday, May 26, 2015

"Global Earnings Update: The Tide Is Turning" | May 26, 2015 | Weekly Market Commentary

"Japan’s first quarter revenue growth outpaced both the U.S. and Europe, while Japanese companies beat revenue forecasts at a solid rate."

Wednesday, May 20, 2015

Portfolio Compass | May 20, 2015

"No changes."

Tuesday, May 19, 2015

"Know Your Breakeven" | Bond Market Perspectives | May 19, 2015

"A lack of liquidity continues to plague the bond market, as indicated by elevated dealer holdings of long-term bonds and light trading volume. Volatility may remain elevated in the short term."

Tuesday, May 19, 2015

Spring Bounce Back Client Letter by John Canally, CFA | May 19, 2015

"Similarly, the U.S. economy is bouncing back after a largely weather-driven first quarter decline, just as it did a year ago."

Monday, May 18, 2015

"Grading The Fed's QE Program" | Weekly Economic Commentary | May 18, 2015

"We give the Fed a "pass" on QE as it relates to banking and financial system stress."

Monday, May 18, 2015

"Letterman Tribute: Top 10 Keys For Stocks" | May 18, 2015 | Weekly Market Commentary

"This week we pay tribute to David Letterman’s last Late Show with our own top 10 list: the top 10 keys for stocks."

Tuesday, May 12, 2015

"Taper Tantrum Redux" | Bond Market Perspectives | May 12, 2015

"Unlike the taper tantrum, the current pullback is being driven by a position imbalance in our view."

Monday, May 11, 2015

"Earning Recap: Good Enough?" | May 11, 2015 | Weekly Market Commentary

"Healthcare led the upside, followed by energy, technology, and financials, while industrials struggled."

Monday, May 11, 2015

"Watching Wages" | Weekly Economic Commentary | May 11, 2015

"Our view remains that the Fed may begin to hike rates in late 2015. "

Friday, May 8, 2015

Search for Income | Q1 2015

The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.

Thursday, May 7, 2015

Market Insight | Q1 2015

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

Thursday, May 7, 2015

Markets At A Glance | Q1 2015

Markets at a Glance shows annual and YTD performance for a broad array of financial market asset classes.

Wednesday, May 6, 2015

Portfolio Compass | May 06, 2015

"Upgraded energy sector and energy commodities to neutral/positive from neutral. ƒƒUpgraded emerging markets equities to neutral/positive from neutral."

Wednesday, May 6, 2015

"Made In Europe" | Bond Market Perspectives | May 05, 2015

Europe bond weakness spilled over to the U.S. as investors look past week domestic data and forward to a better second half of 2015."

Monday, May 4, 2015

"Consumer Consistency" | Weekly Economic Commentary | May 04, 2015

"Stubbornly weak wage and income growth, which has a significant impact on consumer spending, remain key constraints on spending."

Monday, May 4, 2015

"Emerging Markets May Make A Good Draft Pick To Add To Portfolios" | May 04, 2015 | Weekly Market Commentary

"We believe emerging markets (EM) score well when evaluated along some of the same criteria that NFL football teams use to assess potential draft picks: speed, strength, value, upside potential, and character."

Tuesday, April 28, 2015

"Cross Currents" | Bond Market Perspectives | April 28, 2015

"Fed rate hike expectations reached their most market-friendly point."

Monday, April 27, 2015

"Risk Marches On" | April 27, 2015 | Weekly Market Commentary

"Investors continued to embrace risk this past week as the Nasdaq reached a new high while peripheral European bonds and emerging market equities rallied."

Podcasts

scale money

Wealth Wake Up -05/23/15

Host Dick Donahue discusses interest rates, takes a listener’s phone call, and talks about John Maudin’s Strategic Investment Conference in San Diego.

money hand

Wealth Wake Up for 5/17/15

Dick begins by talking about how the Fed is under attack, and continues with his weekly economic reports. Later, he discusses interest rates that have been moving around. Then, reading the unemployment tea leaves is becoming more and more difficult.

house money

Wealth Wake Up Live 5/16/15

This is Part 2, visit the Radio Real Estate podcast page for Part 1.

casg money

Wealth Wake Up – 5/10/15

Host Dick Donahue shares Mother’s Day greetings and financial advice.

map money

Wealth Wake Up -5/9/15

Host Dick Donahue addresses the latest financial happenings from New York.