After Scorching First Half, Nobody Knows What Comes Next For Markets

After Scorching First Half, Nobody Knows What Comes Next For Markets

If you didn't know any better, you'd be inclined to think Donald Trump would be pretty pleased with how things have gone for markets during the first half of 2019. Thanks in no small part to the Fed and their global counterparts pivoting decisively back towards accommodative policy, assets of all stripes have rallied this year. Barring some kind of truly dramatic meltdown, US stocks will log their best first half since 1997. The high yield ETF is on track for its second-best half on record.
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One thought on “After Scorching First Half, Nobody Knows What Comes Next For Markets

  1. Stocks are up a little from jan 18 to today. Revenue and margin trends are not optimistic. Biz spending is slowing. Wage gains remain slower than one would expect. Bal sheets (corp) have deteriorated. Govt bal sheet is poor, Fed ammo is reduced. Employment is near full (though wages remain lower than expected). Geopol is worse today. Not surprising that bonds have rallied and stocks have remained in a range. Cost of equity has risen.

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