Posts in Financial Markets
The Investment Implications of the Midterms

“The results of the U.S. midterm elections were largely in line with expectations,

with one important wrinkle. Although, as anticipated, the Democrats took the

House of Representatives and the Republicans held the Senate, the Republicans

increased their majority in the Senate and this, from a political perspective,

appears to validate the President’s strategy of taking a hard line on immigration

and trade.” Click here to read the full article.

Source: JP Morgan

Productivity, Inflation and the Path of Rates

"Last week, in line with expectations, the Federal Reserve hiked rates, freed itself from its "low-for-longer" forward guidance and lifted its "dot plot" a little higher. The European Central Bank also followed the script, confirming that it would end its quantitative easing purchases by the end of the year, subject to data supporting its inflation outlook - which it revised upwards. It is a good time to ask why markets have become so tentative in their inflation expectations, and what that implies about the length of this business cycle and the path of rates." Click here to learn more.

Source: Neuberger Berman

Balancing the Positives

In his latest commentary, Blackstone’s Byron Wien opines on stocks, interest rates, politics, the central banks, inflation, regulation, as well as what he believes investors are too focused on, and what they are paying insufficient attention to. Click here for “Balancing the Positives”.

Source: Blackstone

Have MLP and Midstream Headwinds Shifted to Tailwinds?

"The midstream sector is in a position to benefit from several important tailwinds which market sentiment and equity valuations appear to underestimate. Further, we believe that as the broader energy markets continue to normalize, even at today’s commodity prices, these tailwinds may begin to attract greater investor interest and aid in the sector’s recovery." Click here to read more information about the midstream increasing business growth.

Source: OppenheimerFunds 

Politics Matter - Sometimes

Elections, terrorist attacks and wars can send stock, bond and other markets into violent spasms. Some of these geo-political events tend to have relatively inconsequential and short-term impacts on economies and financial markets. However, other events can have significant medium- to long-term ramifications. “Politics Matters – Sometimes” explores how long-term investors can discern which events tend to have lasting and long-term impacts on the markets. Click here to read more.

Source: CFA Institute