Jeff Kleintop
speaker
67 appearances
1 recordings
1 series
first heard Jul 2018
last heard Jul 2018
Jeff Kleintop’s voice in public audio — every appearance, attributed to the second.
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Appearances
After a pretty much booming 2017, out of the box, Europe seemed to slow down fairly quickly.
And maybe there are a number of things we could point to that may have contributed to that.
Hopefully, that's a temporary soft spot.
And we see that begin to firm up.
In the second half of the year, there are signs pointing to that.
The Composite Purchasing Managers Index rose in the last couple of months, suggesting that maybe that was temporary, perhaps weather-induced, maybe some other factors involved there.
But it certainly was a bit of a surprise and helped contribute to international stock underperformance in the first half of the year.
The job market remains fairly strong, both in the U.S.
and abroad.
We're finally seeing unemployment rates elsewhere in the world begin to drop below average.
It was only last year that the unemployment rate in the Eurozone dropped, and that might mean we start to see some wage growth, both in
here and abroad.
And that could prompt maybe central banks to continue to focus on raising rates despite few signs of inflation.
Everything takes on maybe an air of increased importance as you get into a season where people are focused on what does the next two years look like and not just maybe the near-term environment.
I think that obviously this election is going to be one very closely watched.
However, it could lead to gridlock, which as we know historically hasn't been a bad thing for the stock market.
It's maybe the most important time in the last 8, 9, 10 years to rebalance your portfolio.
It's hard to sell the leaders and buy the laggards.
But when we take a look at some of these relationships within the market, everybody tries to call the overall markets direction, but
If you take a look at how stretched growth stocks are versus value, growth has outperformed value for the last 10 years.
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