A review of US markets

2017 – A Review of US Markets

December 15th 2017

  • US economic growth appears to be picking up but with the FED likely to tighten policy and inflation increasing, we appear to be in the latter stages of the cycle.
  • Global equity markets record an unprecedented year of performance and market conditions look supportive of further gains next year. The year is in its last days and barring a bombshell in the last couple of weeks, 2017 will go down as one of the most remarkable on records. Few investors expected the S&P 500 to post gains of close to 20% with near-record low volatility while enduring geopolitical tensions, massive natural disasters, political infighting in Washington, and a tighter monetary policy.

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2017 Summary

Farringdon Asset Managment 2017 Summary

This past year has seen the first time since the Global Financial Crisis, where Europe, North America and Asia have all been growing strongly at the same time. We expect this trend to continue through 2018.

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Happy new year, new highs

Week in review

For the week ending 5th January

Stocks got off to a strong start in the first week of 2018, bringing all of the major indexes to new highs. The Dow Jones Industrial Average, although narrowly focused, garnered the most attention by passing the 25,000 threshold on Thursday—less than a year after breaking through 20,000 for the first time.

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Oil prices rise to two-and-a-half-year highs

For the week ending 10 November 2017

  • Congress reworking tax proposals
  • Trump inks China trade deals
  • Saudi corruption probe, regional tensions boost oil
  • NY Fed chief announces retirement
  • China central bank head voices qualms over high leverage

 

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BOE raises rates for first time since 2007

Pension and UK related:

  • AuM at 42 biggest UK asset managers drops £228bn in one year
  • UK pension deficit drops by £50bn
  • New state pension rules mean workers’ pay through their 40s and 50s 'for nothing'
  • Interest rates rise: Pensions and savers joy

Macro Related:

  • Powell nominated as Fed chair
  • October US payrolls rebound
  • GOP unveils tax bill
  • BOE raises rates for first time since 2007
  • Fed keeps rates unchanged, December hike foreseen

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More Articles...

  1. Fed: Economy to expand despite hurricanes
  2. Brexit talks at apparent impasse
  3. Euro strengthens as inflation rises
  4. Venezuelan Constituent Assembly declares itself superior
  5. Trump signs bill sanctioning Russia, Iran and North Korea
  6. S&P 500 and MSCI World among record-setters
  7. Fed chair suggests monetary policy won’t change
  8. UK Interest Rates Rise & Impact on DB Pensions
  9. Eurozone Economic Sentiment Soars
  10. Week in Review: Oil Enters Bear Market
  11. European markets hit fresh highs; US quits the Paris agreement
  12. UK Pension
  13. UK Election’s Effect on The Markets
  14. Robo-Advisors Permeate Asian Markets
  15. Market Wrap 2016 & Outlook for 2017
  16. Post Presidential Election
  17. Market Outlook – July 2016
  18. Oil Prices Moving against the News Flow
  19. Market Outlook - 2016 Q1
  20. Continuation of Volatility to start 2016
  21. 2016 - Market Outlook
  22. 2016 Turnaround In Emerging Markets
  23. Malaysia to stimulate new economic plan
  24. Chinese plunge rattles markets across the globe
  25. The UK’s election result and what may happen to IHT and pension tax, after the Conservatives and David Cameron were successful?
  26. China's New Dawn
  27. ECB Quantitative Easing; Is Mario’s Bazooka Big Enough?
  28. Market Outlook - September 2014
  29. Spring Outlook 2014
  30. Market Outlook April 2014
  31. What does the future hold for UK house prices?
  32. Is Islamic Finance Relevant Today?
  33. Turning Japanese for Stimulus
  34. Gold vs Silver : Is Silver Catching Up With Gold?
  35. Market Outlook March 2013
  36. Market Outlook 2013
  37. Buying Opportunity Comes with the Cliff!
  38. Is QE 3 Any Good?
  39. Can the Eurozone learn from financial crises in the developing world?
  40. Update on Eurozone Crisis