“Is There Still Value in Value?“ | Weekly Market Commentary | January 30, 2017
“Despite a strong 2016, there may still be some value in value.”
Source: WEEKLY COMMENTARY
“Despite a strong 2016, there may still be some value in value.”
Source: WEEKLY COMMENTARY
“The Fed holds its first of eight FOMC meetings of 2017 this Tuesday and Wednesday, January 31-February 1, 2017.”
Source: WEEKLY COMMENTARY
“High-yield municipal bonds have started to recover following the November 2016 sell-off.”
Source: WEEKLY COMMENTARY
“With the GDP estimate for Q4 2016 coming at the end of the week, Fed NowCast models are forecasting an average real growth of 2.5%.”
Source: WEEKLY COMMENTARY
“After years of earnings recession, improving corporate earnings and relatively low valuations are making overseas investments more attractive.”
Source: WEEKLY COMMENTARY
“Upgraded financials to neutral/positive from neutral. Downgraded consumer staples to negative from neutral/negative.”
Source: WEEKLY COMMENTARY
“This week, we share our thoughts on the potential policy impact on small caps and discuss whether recent small cap strength is sustainable.”
Source: WEEKLY COMMENTARY
“Supply-induced headwinds in the municipal market faded in December, allowing the sector to break a three-month losing streak.”
Source: WEEKLY COMMENTARY
“China’s role in the global economy has seldom been more important or controversial.”
Source: WEEKLY COMMENTARY
“Economic reports received in December 2016, which mostly reflect economic activity in November and early December 2016, were generally mixed relative to consensus expectations, which have moved higher since the November 8, 2016 U.S. presidential election.”
Source: WEEKLY COMMENTARY