Data and Sentiment
“How will the election and presidential politics impact the economy and markets?”
The question I am most often asked is this, “What is really driving the volatility in the marketplace?”. While China and economic concerns on a global basis clearly are exacerbating factors, the real culprit is oil prices. Here's why.
The volatility in the market continues as indices and oil prices struggle in the New Year. This is a perplexing reality to most investors as the economy does not appear to justify the current downturn in the market.
I thought it might be helpful given today’s market movement to provide more insight into what we do and how we think in these types of environments. I think you’ll find the information interesting.