AMJ Financial Blog

Tag Archive: united states

Market Commentary – June 21, 2016

The world’s stock markets took it on the chin last week. A one-two punch was delivered with the Federal Open Market Committee (FOMC) meeting leading and concerns Britain will leave the European Union following. On Wednesday, the Federal Reserve confirmed what many had suspected. There would be no June rate hike. There was unexpected news,… Read More

Market Commentary – June 7, 2016

Statistics means never having to say your certain, and that was certainly true last week. The employment report, which was released on Friday, was a bit short on jobs. Analysts had predicted employers would add about 162,000 new jobs during May, according to CNBC. Instead, a paltry 38,000 jobs added to payrolls. The United States… Read More

Market Commentary – May 31, 2016

The Markets Everyone makes mistakes. Some people learn from them. In GMO’s March 2016 white paper, James Montier and Philip Pilkington continued to explore the Federal Reserve’s influence on the stock market. It was a process they’d begun in 2015 as they sought “…to understand why our forecast for the S&P 500 had been too… Read More

Market Commentary – April 25, 2016

U.S. stock markets finished last week in heady territory. The Dow Jones Industrial Average closed at 18,003. Its all-time closing high is 18,312. The Standard & Poor’s 500 Index was less than 1 percent below its intraday trading record, which was set last year. Despite strong stock market performance, optimism was in short supply. Barron’s… Read More

Market Commentary – February 16, 2016

Are markets suffering from excessive worry? Last week, markets headed south because investors were concerned about the possibility of negative interest rates in the United States – even though the U.S. Federal Reserve has been tightening monetary policy (i.e., they’ve been raising interest rates). The worries appear to have taken root after the House Financial… Read More

Market Commentary – January 19, 2016

 We all have our pet peeves, and if there is one thing markets do NOT like, it is uncertainty. Unfortunately, we entered 2016 with a lot of unanswered questions:   How much has China’s growth slowed? How will the country’s slower growth affect companies and investments around the globe? How will the Federal Reserve’s changing… Read More

Market Commentary – December 1, 2015

American markets were relatively quiet during Thanksgiving week but there were fireworks in China’s markets. Late in the week, media outlets reported the China Securities Regulatory Commission was conducting inquiries into several securities firms as part of an anti-corruption crackdown triggered by last summer’s wild market gyrations. The news sizzled through China’s stock markets. The… Read More

The Markets- June 15, 2015

Sir John Templeton once said: “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” If he was right, investor sentiment seems to support the idea the bull market may be around for a while. The American Association of Individual Investors’ most recent poll indicated investors aren’t feeling very… Read More

The Market – March 23, 2015

Financial markets gave the Federal Reserve a standing ovation last week. At least, that was Barron’s interpretation. What did the Fed do to deserve it? “…the Fed did what everyone expected, signaling that it could raise interest rates at any meeting starting in June. Yet, Yellen and team still found a way to assure the… Read More

The Markets – March 16, 2015

Franklin D. Roosevelt’s first inaugural address was delivered in 1933 in the midst of the Great Depression. He said, “This great Nation will endure as it has endured, will revive and will prosper. So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself –… Read More