America’s Noisy Sideshow:
Stay Focused on the Fundamentals
In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, reviews the state of the U.S. labor market after last week’s non-farm payrolls report and how to use data to effectively navigate a noisy market and position portfolios for long-term success.
In particular, Robert will be reviewing the underlying trends within the labor market, where jobs are being created, and what these trends are telling us about the long-term health of the U.S. economy. Additionally, we will be taking a look at how elevated global policy uncertainty affects the stock market and how companies are navigating and attempting to mitigate the impact of global tariffs.
As always, we are also going to review the foundation of corporate America by taking a closer look at the bond and credit markets and whether the recent move in the stock market is being complimented by falling or rising credit risk. Lastly, we are going to review U.S. interest rate market and see whether the Federal Reserve has done enough to move policy rates below the implied neutral rate so that interest rates are adding, not detracting from U.S. economic growth.
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