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Category: Market Update

Market Update: 2019 in Review

By Lineweaver Financial Group
May 30, 2019 Category: Market Update, Chad Roope

We spend a lot of time analyzing the markets history, the macroeconomy, and many other aspects of the financial markets; and while past performance doesnt always indicate future performance, there are a lot of good indicators that will help us to look forward. The fourth quarter of 2018 was the S P 500s third worst in history, while the first quarter of 2019 was the best first quarter in 21 years. The Feds complete U-Turn with interest rate policy and the massive Chinese stimulus of around $1T USD really has played a big part in that change in sentiment. Earnings have been a positive surprise so far this quarter as well. Earnings so far for Q1 have been generally good with 78% of companies reporting a positive EPS. But, to be fair, these numbers are coming on low expectations. Q1 was very good with all 3 months in positive territory. In the prior 22 times this has happened, the market was higher about 91% of the time during the next 9 months. So, history would suggest theres a decent

The Year in Review: 2016 Market Summary

By Lineweaver Financial Group
January 12, 2017 Category: 1st Quarter, Newsletter, Market Review, 2016 Market, Market Update

Its difficult to predict the market over the short term, and 2016 has proven that point. Here are a few things that surprised the markets this year. Interest rates remain mainly unchanged for the year. In December 2015 the Fed increased interest rates for the first time in 9 years, and indicated plans to raise rates slowly in 2016. Due to concerns about less than robust economic growth, rates have remained at historic lows. Only post-election have interest rate sensitive sectors moved in response to anticipated rate increases in 2017. Late year rising bond yields during the quarter resulted in outright declines in bond-proxy sectors, such as utilities, staples, and real estate. In 2015 the China stock market declined, setting off global market declines and a return to volatility, but by late year that was all behind us or so we thought. 2016 started with another steep sell-off in the Chinese stock market which in turn caused global markets to sell off. World markets also tumbled after

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