Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Last week was a reality check for investors who have been getting used to stock markets shrugging off any and every headline. On the heels of the Fed…
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Guest Post by Ned Davis Research Powell revealed in the press conference that the Committee began discussing when to taper asset purchases, as widely expected by market participants. They agreed that economic conditions have not met their criteria of…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Sometimes when things are going well, we can be tempted to join the ever-present guessing game of “what will happen next?” Depending on our personal preference to interpreting…
Guest Post by Ned Davis Research U.S. CPI surged more than many other economies We all expected this to happen. For most of the world’s economies, April marked the one-year anniversary of the first month of COVID-19 lockdowns in…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Looking to momentum as an important datapoint for market insight. As we complete more than a year of astounding market returns, it is not surprising to ask how…
Guest Post by Ned Davis Research U.S. Sees Biggest Jump Not surprisingly, the biggest upward revision is to the U.S., now at 26% of GDP, up almost 10 percentage points since the end of 2020. Most other countries have…
Guest Post by Ned Davis Research Global resiliency Global economic growth grew at a robust pace in February, according to the latest Purchasing Manager’s Index (PMIs). Despite many economies still implementing COVID-related restrictions and the vast majority still in…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There seems to be an elephant in the room. With so much stimulus, and more being discussed by congress and President Biden, it is no wonder there are…
Guest Post by Ned Davis Research At first glance, the relationship between equities and the economy appears to be highly divergent at this time. The MSCI ACWI is hovering around all-time highs, while a large second wave of COVID-19…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group While 2021 will not quite feel the same as 2020, there are similar themes right now. We are still dealing with COVID-19, much of the country is operating…