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Weekly Economic Update
Economic Update 2-02-2015 Economic data was highlighted by the conclusion of the FOMC meeting (status quo), GDP for Q4 was slightly weaker than expected, and housing numbers were mixed. Consumer confidence, however, on the heels of cheap gasoline, reached new … Continue reading
Fed Note
Fed Note: The January FOMC meeting ended without incident, and without major change in strategy or language, as expected. There are four new FOMC voting members this year, but this didn’t change the overall tone (no dissenters this time). In … Continue reading
Weekly Economic Update
Economic Update 1-26-2015 A light week in U.S. economic data was dominated by housing numbers, which came in a little better than expected. The bigger news came from Europe, where the ECB announced a large quantitative easing program of … Continue reading
Posted in Economic News
Tagged ECB, Emerging Markets, Europe, quantitative easing, Yahoo!
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Weekly Economic Update
Economic Update 1-22-2015 In a full week of economic releases, retail sales were somewhat disappointing (although cheap gasoline exacerbated the poor result), inflation declined dramatically due to cheaper energy costs, while sentiment improved to much higher levels. Domestic equity markets … Continue reading
Posted in Uncategorized
Tagged eastern Europe, Europe, European Court of Justice, market sentiment, Yahoo!
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LSA Portfolio Revisions
** TRADE DATE SCHEDULED FOR Thursday, January 15th, 2015! ** Jackson National VA – Posted Jackson Nation Elite Access – Posted ING VUL – Posted ING GoldenSelect – Posted ING Select Advantage – Posted Jefferson National – Posted Protective … Continue reading
Chart of the Week: Lowest Deficit in US Since 2007
Chart of the Week: Closing the Gap? A $2 billion surplus capped off a year that ended with the smallest deficit in the US since 2007, which preceded the $800 billion spending stimulus that started the Obama era. During this … Continue reading
Weekly Economic Update
Economic Update 1-12-2015 The economic news of the week was led by a somewhat disappointing ISM non-manufacturing report early, Fed minutes that were largely as expected and a mixed employment report with stronger payrolls but weaker wage growth. Equity markets … Continue reading
Chart of the Week: Passive over Active?
Chart of the Week: Risks of Index Investing With the industry buzzing about the shortcomings of active management, it has never been more important to make clients fully aware of the risks of passive investing. This chart shows that, since … Continue reading
Posted in Economic News, Research
Tagged 2008 financial crisis, active management, passive investing, risk
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Weekly Economic Update
Economic Update 1-5-2015 The most closely-watched economic releases were the ISM Manufacturing survey and Chicago PMI, which fell from last month and under expectations. Housing/construction data was mixed, while consumer confidence was a bit better. Ending the year, both U.S. … Continue reading
Posted in Economic News
Tagged Chicago PMI, foreign currencies, ISM Manufacturing survey, U.S., Yahoo!
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LSA Portfolio Revisions
LSA will be making changes to all of our models over the next two weeks. The Mutual Fund and ETF portfolios will be traded this week (Jan 8th/9th, details below) and the VA/VUL revisions will post and trade the week of … Continue reading
Posted in Portfolio Updates
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2015 LSA Market Outlook
2015 LSA Market Outlook: LSA has posted our 2015 Market Outlook video and presentation: These views represent the opinion of the Asset Allocation Committee and are informed by subjective assessment of the relative attractiveness of asset classes and subclasses … Continue reading
LSA Connect 