Macrovue

It was quite a week last week as traders reacted to trade news, the yield curve inversion, tariff relief, recession fears and central bank easing. hubs.ly/H0kk5_H0

Last week the S&P 500 lost 0.4%, but this tame result misses the big story. The trading range was 4.1%, including 2.7% in a single day. That’s big. The big winners for the week were gold and U.S. Treasuries, the classic safe havens. hubs.ly/H0kcc_T0

Despite a tough week for global markets, the ”big four” economic indicators show a healthy U.S. economy. In addition, the dividend yield on the S&P 500 is now above the 10 yr treasury yield. Historically this can be very positive for equity demand. hubs.ly/H0k57800

Solid results from Google and Twitter last week sparked communication services to the top of the S&P sector leaderboard, and contributed to the S&P 500 hitting a new record high. hubs.ly/H0j-T0y0

Fifty-six S&P 500 companies are expected to report earnings this week. But how important are earnings results? Very! They are the main determinant of share price performance over the medium term. So what should investors be paying attention to? hubs.ly/H0jMTQR0

Is the longest U.S economic expansion approaching its finale? We're not so sure... We look at a series of charts and indicators that challenge some of the negative views coming from segments of the media and industry. hubs.ly/H0jFPcG0

Clay Carter and the Macrovue investment committee look at three companies dominating the industries in which they operate. hubs.ly/H0jBf8_0

Markets were higher on Friday but for the week a bit of profit taking and a stronger AUD pressured global equity returns for local investors. No doubt stocks were in a “holding pattern” ahead of G-20 on the weekend. hubs.ly/H0jz5WT0

Dovish statements from the US and European central banks, combined with the resumption of US/China trade negotiations, work to propel global markets to new highs last week. hubs.ly/H0jskmN0

We look at three companies disrupting the communications, payments and biotech sectors through the development and usage of leading-edge technologies. hubs.ly/H0jmFv80

Last week saw positive economic data out of the U.S. Business optimism climbed to a seven-month high in May, and retail sales increased for the third straight month. hubs.ly/H0jmDy00

Investors seem to be growing more confident that the Federal Reserve will cut interest rates this year particularly given the weak employment report last Friday. hubs.ly/H0jfM0D0

Macrovue’s investment committee looks at six global companies poised to benefit from the growth of the Artificial Intelligence sector. hubs.ly/H0jbfTG0

According to PwC, total entertainment and media revenue is expected to rise at a 4.3% CAGR to 2023. Podcasts and esports are expected to have strong revenue growth of 28.5% and 18.3% CAGR respectively. hubs.ly/H0j7-Rk0

Last week the Dow recorded its sixth straight down week. Other global indexes struggled as well. On a more positive note, China and Mexico both signalled a willingness to negotiate with Washington over escalating trade issues. hubs.ly/H0j6Jw00

Headlines concerning the U.S. / China trade dispute will continue to drive the market over the coming weeks in the absence of corporate earnings reports (most companies have now reported). hubs.ly/H0j1Jlp0

It was a roller coaster for investors last week. The major US indexes closed with deep losses on Monday before proceeding to recover during the week. If not for a late sell off on Friday afternoon they would have finished the week only marginally lower. hubs.ly/H0hXVbZ0

Despite recent volatility relating to US/China trade talks, corporate earnings are ultimately the long-term determinant of market returns, and U.S. companies have posted better-than-feared results this quarter thus far. hubs.ly/H0hSp3_0

Macrovue’s investment committee looks at four companies poised to benefit from an ageing population. hubs.ly/H0hDvcg0

We've summarised the Q1 2019 earnings reports from some of the biggest and most innovative companies trading out of the U.S. Read them here. hubs.ly/H0hDwTF0