Jeff Raupp, CFA, Senior Vice President
On this week’s podcast (recorded September 23, 2016), Jeff focuses on three important events–third quarter earnings season, the election, and the Federal Reserve meeting in December. Highlights of his discussion include:
- We view the negative impact on the energy sector to be mostly behind us, with year-over-year comparisons looking much more favorable.
- The election, and the uncertainty it brings, will weigh on markets to some extent. Either way the election results go, we should have a little more clarity on forward policy, which is a positive.
- A November interest rate hike is not off the table, but very unlikely. Prognosticators see a December hike becoming more likely.
For Jeff’s full insight, click here to listen to the audio recording.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.