Nash Family Wealth
History
Articles
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Wed, 07/04/2018
So what’s to make of this context of rising geopolitical uncertainty, tighter monetary conditions, and slower global economic momentum albeit with little recession risk on the horizon? We believe this simply reflects the fact that it’s getting late...
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Wed, 06/27/2018
The next two weeks will be tumultuos for financial markets as we remain mired in the fog of trade war. Full Article
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Thu, 06/14/2018
In our first Asset Allocation Strategy report of 2018, we stated that: “In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter...
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Sat, 05/05/2018
Highlights If you hope volatility will revert back to pre-February levels, think again, as politics continue to take the lion’s share of attention in most investors’ minds. We agree that traffic lights are slowly starting to transition...
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Fri, 03/23/2018
Financial markets are reacting negatively to a potential trade war between the U.S. and China. War, however, may be too strong a word at this juncture. We say this because of the uncanny strategy used by the combatants: 1) Trump just announced...
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Fri, 03/02/2018
After months of uncanny calm and stability, volatility came back forcefully in February. In our view, this pullback had more to do with a mean reversion to a more sustainable trend. In the next few weeks, we will continue to closely monitor...
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Fri, 03/02/2018
The February announcement by Congress that it would increase government spending this year and next will prompt a temporary growth spurt in the U.S. but have a more permanent impact on America’s budget deficit which is slated to surge past 5% of GDP...
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Thu, 02/08/2018
Job creation has surged on a seasonally-adjusted basis in both November and December and we expect the same thing to happen in January: we are calling for an increase of 50,000. This aggressive forecast (consensus is at +10K) is based on our view...
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Thu, 02/08/2018
January’s larger-than-expected increase of U.S. hourly earnings stirred up concerns about the return of inflation. As the thinking goes, firms will pass on to consumers the higher costs brought by rising wages. But if history is any guide, firms...
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Tue, 02/06/2018
It’s now official. The longest S&P 500 rally since the 1960s without a 5% correction or more has ended at 399 days. The U.S. benchmark plunged 4.1% on February 5, the largest daily decline since August 2011. The S&P 500 is now down a...