Weekly Economic Commentary

Shaw Financial Shaw Financial

  • 2018 MIDYEAR STOCK MARKET OUTLOOK-SECOND HALF RALLY?
    by Christie Reed on July 17, 2018 at 8:33 pm

    The current environment looks favorable for strong earnings and stock gains. We do expect volatility, but steady economic growth provides a strong backdrop and the potential for opportunity.   The first half of 2018 saw the return of equity volatility after the docile trading patterns... […]

  • Midyear Outlook 2018
    by Jordan Oliver on July 17, 2018 at 8:33 pm

    View the full Midyear Outlook here. Would you like to know more? Contact us today […]

  • U.S.—CHINA TRADE UPDATE
    by Christie Reed on June 28, 2018 at 8:22 pm

    Trade tensions between the U.S. and China have been building over the course of 2018. These tensions have escalated over the last month, but while risks are rising, economic disruptions have remained minimal. We continue to believe the final economic impact of current trade tensions... […]

  • TRADE TENSIONS PLAYBOOK
    by Christie Reed on June 26, 2018 at 9:44 pm

    Escalating trade tensions have made for a difficult investing environment. This is not news to anyone at this point. But investors’ angst was ratcheted higher last week after the Trump administration played its next card — announcing tariffs on an additional $200 billion in Chinese... […]

  • CAPEX RISING
    by Christie Reed on June 20, 2018 at 8:38 pm

    MEANS, MOTIVE, AND OPPORTUNITY   Increased business capital expenditures, or “capex,” remain one of the most important pieces for improving the long-term growth trajectory of the U.S. economy. Capital expenditures help increase productivity, and improved productivity is the foundation for sustainable higher growth for developed... […]