Here’s What We’re Thinking- June 16, 2016

Investment Strategy: Markets stuck in first gear due to weak global growth, geopolitical uncertainty and Fed paralysis

Written by SMM Approval
June 20, 2016

Equities: The current U.S. economic expansion cycle, which started in 2009, is the second longest on record. While we think there may be a couple of additional innings to play, stagnant equity market performance may be signaling that some investors have already started heading to the sidelines in anticipation of slower economic and corporate profit growth ahead. There are, however, many differences between the current cycle and previous ones, namely that interest rates remain exceptionally low and increased globalization has introduced additional variables.

Read More…