The last few weeks, other than last Friday, have been dismal for the stock market. Perhaps its the political upheaval, or worries about stocks being too high, or something else altogether. It is important to remember, that though news impacts the prices of stocks every day, the main driver long term are company profits… higher profits should lead to higher stock prices.

JP Morgan, one of the Portfolio Strategists we utilize for client accounts, wrote the following about second quarter company profits in their Weekly Market Recap today…

Yes, inflation is down, but that does mean prices are lower. This month’s version of “On The Mark” discusses inflation and wage growth over the last few years and unpacks while many consumers are still finding things tight…

Clark Capital, one of the Portfolio Strategists we utilize for client accounts, has posted their views of the economy and markets using their five stock market gauges.

In a video Glen Dorsey and Pete Eisenrich review their views on the economy and markets now and their outlook for the future.

Click HERE to view Clark Capital’s Quarterly Economic and Market Review and Outlook.

In his second quarter update, Christian Chan, Chief Investment Officer of AssetMark, discusses growth and inflation in the last quarter and what that means for the economy and investment markets going forward.

Click here to view this presentation.

The last few years have been tough on the bond market due to increasing interest rates, and bonds are again slightly negative year to date as of the writing of this post. In this month’s issue of “On The Mark” we go back to bond basics and look at the reasons for having bonds in a portfolio…

On his June two minute economic and market update, Christian Chan, Chief Investment Officer of AssetMark, shares his insights on slow inflation and even slower growth, plus 3 key takeaways .

Click HERE to view a short video.