AMJ Financial Blog

Tag Archive: Federal Reserve

Market Commentary – April 3, 2017

Happy birthday! Toward the end of the first quarter, the bull market celebrated its eighth birthday. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management wrote: “Eight years ago, on March 9, 2009, the S&P 500 closed at 677, down 57 percent from where it had been just 18 months earlier. 10-year Treasury yields… Read More

Market Commentary – September 6, 2016

The Markets   “We can never know about the days to come, but we think about them anyway…” –Carly Simon Economists and market analysts have been thinking a lot about the Federal Reserve and the actions it may take before the end of 2016. Friday’s employment numbers helped fan the speculative fire. The U.S. Labor… Read More

Market Commentary – August 29, 2016

The Markets   Attention investors: U.S. interest rates may be moving up and it might happen this year. During last Friday’s speech at the Federal Reserve’s annual economic symposium in Jackson Hole, Wyoming, Fed Chairwoman Janet Yellen signaled that a rate hike is probably coming but, as usual, she didn’t offer any specifics about the… Read More

Market Commentary – August 23, 2016

Last week, Wall Street was speculating about monetary policy with the enthusiasm of commentators trying to predict who will bring home Olympic gold. The Federal Open Market Committee (FOMC) is expected to introduce another rate hike before the end of 2016, according to the BBC, and it has just three opportunities to deliver the goods… Read More

Market Commentary – August 2, 2016

Here’s a brain tickler for you: In July 2016, there were four. In June 2016, there were 10. Since 2008, there have been 673! What are they? If you guessed central bank rate cuts, you are on the money. Financial Times reported: “In the eight years since the collapse of Lehman Brothers, the world’s top… Read More

Market Commentary – July 5, 2016

Second quarter ended with a spectacular finale of Brexit-inspired market volatility. Investors typically welcome sharp market movements with about the same level of enthusiasm that canines show for fireworks. However, recent market agitations highlighted a key tenet of investing: Volatility often creates opportunity. Following an initial Brexit sell-off, global markets rebounded. Last Friday, Financial Times… Read More

Market Commentary – May 17, 2016

When is a door not a door? The answer, of course, is: When it’s ajar. Investors and analysts were trying to find the answer to a different riddle last week: When are strong retail sales not strong retail sales? The answer is: When the retailers are department stores. Consumers spent more in April than they… Read More

The Markets- April 4, 2016

It’s like déjà vu all over again! This wasn’t the first quarter, or even the first year, that bond markets have not performed in the way Wall Street strategists have expected. During 2014, bond yields were expected to rise. They did not. During 2015, bonds were predicted to finish the year yielding about 2.8 percent… Read More

Market Commentary – March 1, 2016

It wasn’t as entertaining as the Fantastic Four, The Magnificent Seven, or Ocean’s 11 but, last week, we had an opportunity to watch the Group of 20 (G20). The G20 stars finance ministers and central bankers from 19 countries and the European Union as well as representatives from the International Monetary Fund (IMF) and World… Read More

Market Commentary – January 26, 2016

Investors breathed a sigh of relief last week when U.S. stock markets recovered from a tumble toward bear market territory with the grace of a Cirque du Soleil performer. Many stock markets around the world finished the week with gains, although national indices in Europe and the United States fared better, generally, than those in… Read More