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Ep. 73 - Not the longest bull market

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Manage episode 215613196 series 1407756
Content provided by Brouwer & Janachowski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brouwer & Janachowski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Days Ahead: Second estimate of Q2 GDP and Personal Income. One-Minute Summary: There are indications that markets are becoming inured to tweets. What would have shattered confidence a few years ago now passes for normal. The noise-to-signal ratio in investments is always high. What seems important at the time, probably doesn't count very much for long term investments. We look at the economic cycle, inflation, earnings and rates. Data on most of those fronts didn't change much. Stocks had a good week, especially small caps. Emerging Markets were up 2.5% but the news from China (trade) and Turkey (currency) was unchanged. Put it down to summer volumes. The main story was the dollar, which weakened by 1.6%, its worst week since February. If you want to get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribe Did you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback! Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
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107 episodes

Artwork
iconShare
 
Manage episode 215613196 series 1407756
Content provided by Brouwer & Janachowski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brouwer & Janachowski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Days Ahead: Second estimate of Q2 GDP and Personal Income. One-Minute Summary: There are indications that markets are becoming inured to tweets. What would have shattered confidence a few years ago now passes for normal. The noise-to-signal ratio in investments is always high. What seems important at the time, probably doesn't count very much for long term investments. We look at the economic cycle, inflation, earnings and rates. Data on most of those fronts didn't change much. Stocks had a good week, especially small caps. Emerging Markets were up 2.5% but the news from China (trade) and Turkey (currency) was unchanged. Put it down to summer volumes. The main story was the dollar, which weakened by 1.6%, its worst week since February. If you want to get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribe Did you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback! Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
  continue reading

107 episodes

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