Finance  /  March 2, 2020

By Tom Burnett CFA On March 2, 2020, the OECD (Organization of Economic Cooperation and Development) in Paris issued a special “Interim Economic Outlook” notice warning that the Coronavirus outbreak is putting the global economy at risk. In this Notice, the OECD revised its growth forecasts down…

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Finance  /  February 25, 2020

By Tom Burnett CFA The latest (February 21, 2020) Earnings Insight report from FACTSET provides earnings estimates for the S/P 500 Index. We regularly check these surveys to monitor analyst forecasts and changes in forecasts for the Index earnings expectations. The average view for 2020 earnings on the…

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Finance  /  February 24, 2020

By Tom Burnett CFA As the U.S. stock markets opened on Monday, February 24, 2020, global interest rates continued to decline sharply. Rates on the ten-year government bonds are now negative is six major countries (France, Germany, Switzerland, Japan, Netherlands, and Sweden). Equity markets are selling…

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Uncategorized  /  February 14, 2020

On Thursday, February 6, 2020, KFA’s Chief Investment Officer Colleen Kelleher Sorrentino participated in a panel discussion on the current trends and market forecast into 2020 along with panelists from Goldman Sachs, Offit Capital Advisors, Independence Financial Advisors and C.J. Lawrence

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Finance  /  February 13, 2020

By Tom Burnett, CFA On February 13, 2020, the Bureau of Labor Statistics released consumer price inflation data for the month of January. Overall CPI inflation was up 0.1% from the prior month and 2.5% on a year-over-year basis. The Core rate, excluding food and energy, rose 0.2% for the month, and 2…

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