Home / Heads Up!

Heads Up!

January 28, 2015 | Weekly Commentary

Behind the headlines, there’s an ongoing debate as to whether the precipitous drop in oil prices is a boon or a bust for U.S. stocks. Some experts expect an uptick of demand with cash rich consumers – this will help the economy they theorize. Other experts rebuke the strongly held view that lower gasoline prices will make Americans open their wallets wide. The global macroeconomic environment just isn’t that good, they argue.

The recent election in Greece will lead to further turmoil in Europe – additional information is provided in the Heat Map.

The global currency churning reawakened financial contagion fears.

Given such fears, it might take one and perhaps two more quarters of earnings results from the world’s big banks and energy companies before the global stock market gets comfortable.

We have said it before and we will say it again: Get used to volatility for a while.

Visit www.theweeklycommentary.com for more posts in this category. DISCLOSURES