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Notes on the Week Ahead—now on Amazon Alexa and Google Home

 

"Alexa, open Market Insights and play Notes on the Week Ahead." Now, listen to Dr. Kelly’s commentary on-command via Amazon Alexa or Google Home.

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"A better course of action, when faced with market volatility, is to treat the media narrative with skepticism and run some simple tests on fundamentals, valuation and positioning to decide on what action, if any, should be taken."

DR. DAVID KELLY, CHIEF GLOBAL STRATEGIST
LISTEN OR READ Dr Kelly's week ahead

Featured Market Insights

The Fed: More hawkish, but what did you expect?
As expected, the Federal Reserve raised its target for the federal funds rate to a range of 1.75%-2.00% today. Both the language in its statement and its economic projections were more hawkish than in its May and March meetings respectively. 
The LIBOR spike
One of the most important interest rates in global financial markets, U.S. LIBOR, has spiked causing some investors to fear that there is a fundamental problem with the global interest rate market.
Investors eye the negotiating table: Rebalancing China-U.S. trade and markets
Trade tensions continue to rise between China and the U.S. Little progress was made at the most recent meeting between top economic policymakers in Beijing, meaning investors will have to keep a watchful eye on this issue, which will likely continue to spur market volatility.

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