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Monday Morning Mix

The Monday Mix: Aug. 13 – 19, 2018

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

The US consumer sentiment index hit 11-month low (95.3) on oncerns about rising prices, inflation.
July US retail sales were up 6.7% vs. a year ago (0.5% from June), on auto and clothing purchases.
New talks will occur between US and China to resolve trade dispute; US dollar weakened on the news.
Eurozone stocks lost 1.3% for the week (worst results in 7 weeks), driven by exposure to Turkey.
US crude oil prices finished down for the 7th straight week (at $65.91) on concerns about oversupply.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

The Monday Mix: Aug. 6 – 12, 2018

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

The US and China will each impose another round of tariffs ($16 billion in goods), starting end of Aug.
Turkey’s markets plunged, on US tariffs and sanctions; impact on other markets a concern.
The US is issuing a record amount of Treasury bonds, but global demand is keeping yields from rising.
Russia was hit with a new round of sanctions by the US, for poisoning of fomer Russian spy in the UK.
Japan’s economy grew 1.9% in 2nd quarter 2018, after shrinking 0.9% in the first quarter.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

The Monday Mix: July 30 – Aug. 5, 2018

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

China proposed tariffs on $60 billion worth of US goods, as trade negotiations flounder.
US unemployment fell to 3.9% in July; worker demand could start put upward pressures on wages.
England’s central bank raised its key interest rate to 0.75%, signaling confidence in economy.
The Federal Reserve held US interest rates steady, but another rate increase likely this September.
Apple became the 1st company to hit a stock market value hit $1 trillion, on strong earnings.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

The Monday Mix: July 23 – 29, 2018

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

US GDP for 2nd quarter 2018 jumped to 4.1%; the Fed expects growth of 2.8% for the entire year.
China is injecting both fiscal and monetary stimulus into its economy, to prep for trade war with the US.
The US will not impose 25% tariffs on imports of European cars, after negotiating certain concessions.
The S&P 500 tech sector fell 2% on Friday, on earnings growth concerns at Facebook, Twitter, etc.
The Federal Reserve is likely to raise US interest rates twice more in 2018, given strong economy.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

The Monday Mix: July 16 – 22, 2018

Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

— The US threatened US tariffs on $500 billion worth of Chinese imports, escalating trade rhetoric.
— President Trump criticized the Federal Reserve for raising interest rates; wants weaker US dollar.
— The Chinese yuan continued to lose value and is down almost 8% in the last two months.
Yields on longer-term US Treasury bonds rose faster than short-term ones, steepening the yield curve.
US crude oil prices (now at $70/barrel) finished down for the 3rd straight week  on rising supply.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.