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Matt's Market Insights

June, 2017 Archives

Please Be Patient, Janet

By Matthew Kerkhoff

 

The Fed raised its key benchmark rate by a quarter point last Wednesday, and both the stock and bond markets took it in stride. This is largely because expectations for a rate hike were at nearly 100%, making it “business as usual” for this stage of an economic expansion.

 

But a slew of data suggests that perhaps the Fed should show a bit more restraint in future meetings, as it may begin compromising its ability to meet its own objectives. The main concern, as you might expect, has to do with inflation.

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Corporate Earnings, Bond Market Sending Mixed Signals

By Matthew Kerkhoff

 

As is often the case, two major areas of interest are sending mixed signals with regard to where the equity market heads next. Corporate profits (as well as revenues) are suggesting more gains lay ahead, while the bond market, in all its infinite wisdom, is pointing towards a slower growth environment.

 

Which one will ultimately be correct? Let’s find out, beginning with corporate earnings.

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