The Fed’s Hawkish Mask—Laying the Foundation for a Rate Hike

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Advisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing the favorable impact from earnings on stocks, how changes in the global outlook may impact the U.S. economy, improving fundamentals in manufacturing, Europe, and more.

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Advisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing the factors that have contributed to the selloff (as well as the favorable fundamentals that remain in play), the contribution to U.S. GDP from exports (including Europe), and the rally in Treasuries. Also discussed: the distinct possibility oil has entered a new secular trend.

European Gloom Casts a Shadow Over U.S. Stocks

Advisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing the economic woes plaguing Europe, the upbeat labor report, receding inflation expectations and what that means, the FOMC minutes, and falling oil prices.