Seasonality – S&P 500 Cycle Composite for 2019

Seasonality – S&P 500 Cycle Composite for 2019 This great chart shows the S&P 500 cycle composite for 2019 vs. the actual S&P 500 composite (places equal weight on: one-year seasonal cycle, four-year presidential cycle, and 10-year decennial cycle). This is not a forecast. Image: Ned Davis Research

Estimated Tariff Impact on Core Inflation

Estimated Tariff Impact on Core Inflation President Trump’s decision to increase the tariff rate will lead to a greater boost to U.S. consumer prices. Image: Goldman Sachs Global Investment Research

U.S. Average Tariff on All Imports

U.S. Average Tariff on All Imports A look at U.S. tariffs in the past and where they are today. Average U.S. tariffs were close to 1%, until President Trump decided to raise them. Image: BofA Merrill Lynch

Does U.S. Productivity Increase Under Trump?

Does U.S. Productivity Increase Under President Trump? The answer is yes, because businesses have invested. Even if Net Domestic Investment to GDP is in a long-term downtrend, that’s good news for the U.S. economy. Keep in mind that it is a key factor in extending the business cycle. US Productivity has increased, because US companies have invested,…

Trump Tweets About the Fed

Trump Tweets About the Fed The last trade escalation was also preceded by a flurry tweets from President Trump attacking the Fed. Image: Deutsche Bank

Trump Tweets: Unvertainty Retreats, But Still Elevated

Trump Tweets: Unvertainty Retreats, But Still Elevated Trump’s tweets exacerbate short-term volatility and can create unpredictable short-term market fluctuations. You may also like “How Does President Trump’s Twitter Use Impact the US Stock Market?“ Image: Arbor Research & Trading LLC

Sell in May and Go Away? Maybe Not this Year

Sell in May and Go Away? Maybe Not this Year Because the third-year of a president’s term is positive (91% of the time since 1925) and in six of the past seven years the US stock market has performed very well. Image: MarketWatch

Financial Advisor Talks Recession, Alternative Investing and Retirement

Financial Advisor talks Recession, Alternative Investing and Retirement Peter Mallouk, president and founder of Creative Planning, discusses why he does not see an overvaluation of equities, why he is not fan of crypto, and why time is all-important when investing. https://www.youtube.com/watch?v=y0jEosfkkuI

Jamie Dimon: CEOs optimistic about business outlook

Jamie Dimon: CEOs optimistic about business outlook Jamie Dimon is Chairman and CEO of JPMorgan Chase and Sylvia Mathews Burwell is the American University’s 15th president. They speak about the state of the U.S. economy with CNBC’s Kayla Tausche. https://www.youtube.com/watch?v=VEeY9k_VHzE