October 2016 Economic Outlook by Anirban Basu

Quarterly Economic Update for Lowe Wealth Advisors By Anirban Basu, Sage Policy Group Predictions of Growth Fall Short   U.S. and World Economies Remain Soft in 2016 Coming into 2016, many economists believed that the global economy was poised for a mini-resurgence and that the U.S. economy would approach a 3.0 percent rate of growth. 
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Market Comments Regarding Brexit

Bradley Williams Chief Investment Officer Friday 06-24-2016 (12:00pm) Markets around the world are responding sharply lower following the unexpected vote by the British to leave the European Union (EU) – frequently referred to as Brexit. We felt it important to share with you our preliminary thoughts on the developing situation. We have been preparing for this
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Anirban Basu Economic Outlook April, 2016

  U.S. Equity Markets Ascend, Economy not so Much Written by Anirban Bassu, Sage Policy Group   Asset Prices Rise Even as Economic Growth Remains Lackluster   In 2015, the U.S. economy expanded 2.4 percent.  That was precisely the same rate of growth achieved in 2014.  The U.S. economy continues to fall short of rates
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Market Notes March 17, 2016

Will Aggressive Central Bank Policy Finally Stoke Inflation? The last seven days have busy ones for central bankers with all of the big three – Japan, Europe and the U.S. – holding meetings with resultant outlook revisions, and in the case of the European Central Bank (ECB), further policy change.  The details are complex and
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December 15 Market Comments

Once again the markets are seeing a surge in volatility, this time centered on further declines in commodity prices and growing risks among high-yield securities. Additionally, everyone is watching the Fed as they are poised to implement the first rate increase since June 2006 and at least partially unsure as to what that will mean
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Fed Decision Comments

Yet again the Fed has found reasons to not move rates from the current zero-bound 0 – 0.25% target range.  While the market was increasing leaning to this expectation going into the afternoon announcement, a few new details were revealed in the announcement and following press conference. Sources of caution center primarily on the recent
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China Selling U.S. Debt?

Stories are circulating (Bloomberg) about China selling some of its holdings of U.S. treasury debt.  The actions are being taken to raise capital to support the Yuan after the initiative devaluation steps.  China holds an estimated $1.5 trillion of U.S. treasury debt and total foreign holdings are estimated to be close to $3.7 trillion. More
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Modest Returns in 2Q as Greece and China See Turmoil

July 23, 2015 The U.S. equity market (S&P500) saw a total return of 0.7% in the second quarter to deliver a year-to-date total return of 1.2%. (FactSet) Price return for the index is barely up for the year, meaning that the majority of total return came from dividends.  Equity returns managed the flat to slightly
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Perspectives on China

While the situation in Greece has captured the majority of the headlines over the past month attention has shifted toward the rapid decline of the mainland Chinese stock exchanges. (Look for an update on Monday regarding the developments in Greece which appear to be moving in a more positive direction) Given that China’s economy is
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Greece

Gregory A. Lowe, CFP® You might be wondering why it is so difficult for a resolution to the Greek debt crisis.  When you peel back the layers it comes down to two key issues. For Greece, their economy is largely based on tourism and small amount of production of goods and services.  As their debt
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