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Home>Is the Market “Over its Ski’s?”

Is the Market “Over its Ski’s?”

03/05/2014

Please find below the latest issue of the PCM Report. This month we tie in an Olympic theme as we consider whether the weak economic data in January and February, along with the nearly 6% drop in the S&P 500, is a harbinger of what to expect in 2014 or if the skies are clearing, paving the way for the market to move higher.

Our view is that event risk (like what is happening right now in Ukraine or emerging market turmoil turning into defaults) is the biggest threat to the economy and the markets. While weather negatively impacted activity that is reported in economic surveys, we do not see the early year slowdown as indicative of growth expectations.

We hope you enjoy the analysis and find the research helpful in navigating the turbulence of the market.

Please follow this link to the report: http://www.peakcapitalmgt.net/files/March%202014%20PCM%20Report.pdf

 

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