Second Quarter Financial Focus

Peter C. Karp

 

As we gear up for summer we’ve noticed that bull markets, too, can get a case of ‘senioritis’. Bond and equity markets have done a tremendous job recovering from the losses incurred in 2018, but May’s slide was a reminder of just how temperamental investor confidence can be.

 

With corporate earnings continuing to outperform expectations, we review the contributing factors to that growth, as well as some of the headwinds for continued economic growth going forward. We also explore some of the factors that led to the market’s recent drop including, but not limited to, the fragile state of trade talks between the U.S. and China.

 

Listen to Karp Capital’s Second Quarter Financial Focus podcast, in which Peter Karp highlights key areas of focus and outlines our outlook for 2019 and beyond.