Thursday , October 17 2019
Home / Tag Archives: Economic growth (page 4)

Tag Archives: Economic growth

VLOG – Why $1 Million Ain’t What It Used To Be

Clarity Financial Chief Investment Strategist Lance Roberts reviews the ugly truth behind numbers revealing that being a millionaire doesn’t quite have the same cache it did 30-years ago. Also, why buy and hold investing, while it will make you money, won’t meet your financial goals in the future. Subscribe To Our YouTube Channel To Get Notified Of Our Daily Videos

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Monthly Macro Monitor – August 2018

The Q2 GDP report (+4.1% from the previous quarter, annualized) was heralded by the administration as a great achievement and certainly putting a 4 handle on quarter to quarter growth has been rare this cycle, if not unheard of (Q4 ’09, Q4 ’11, Q2 & Q3 ’14). But looking at the GDP change year over year shows a little different picture (2.8%). The US economy is definitely accelerating out of the 2016 slowdown. The growth rate has risen in a near straight line from 1.3%...

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Global Asset Allocation Update

The risk budget is unchanged again this month. For the moderate risk investor, the allocation between bonds and risk assets is evenly split. The only change to the portfolio is the one I wrote about last week, an exchange of TIP for SHY. Interest rates are on the rise again, the 10-year Treasury yield punching through 3% again this morning. That is an indication that growth and/or inflation expectations have risen somewhat recently, but really not a lot has changed. Yes, Q2 GDP did indeed...

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Global Asset Allocation Update

Note: This will be a short update. We are shifting the timing of some of our reports. The monthly Global Asset Allocation update will now be published in the first week of the month, aiming for the first of each month. I’ll put out a full report next week. The Bi-Weekly Economic Review is shifting to a monthly update, published on the 15th of each month. We are doing this to make room for some new reports, podcasts and videos. The risk budget is unchanged this month. For the moderate risk...

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Bi-Weekly Economic Review: Welcome To The Slowdown

Welcome to the slowdown. It isn’t much – yet – and it may just be a passing phase, but there is little doubt that the US economy has slowed somewhat. The rise in short term interest rates has stalled and the long end of the curve has rallied. The result is a flatter yield curve but it isn’t the flatness that provides us with information so much as how it got there. The stall in short term rates tells us the market is getting skeptical about the Fed’s rate hiking...

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