• Market Perspectives

     
  • Our Perspective on the Markets, Interest Rates, and the Economy

    SVB Private Bank – Q1 Market Outlook

    Despite recent market volatility, the U.S. economy appears poised for continued growth through 2015 aided by strong fundamentals. Generally bullish indicators across the board suggest that the uptick in the US economy should continue well into 2015. CPI is at its lowest annual pace in more than five years, and with oil prices plunging we expect inflation to remain low. Consumer spending is up, unemployment is down, and cyclically low mortgage rates and reduced deposit rates for first-time homebuyers are expected to lead to a pickup in home prices. If the current pace of job growth persists, Fed tightening could occur as early as June of this year. Equity markets are likely to remain nervous about the timing of Fed tightening, but Fed signals will help the market discount the move well ahead of time.

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    Icon-SVB Private Bank – Q1 Market Outlook

    SVB 2015 Financial Planning Roadmap

    Careful planning throughout the year can give you a solid handle on your finances, from honing your investment strategy to optimizing your charitable giving. We’ve created this calendar to help you cover all the bases, month by month, throughout 2015, and have included a list of updated annual tax limits for the year. Should you need assistance, our wealth advisors are happy to help.

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    SVB 2015 Financial Planning Roadmap

    SVB Private Bank – Q4 Market Review

    The fourth quarter of 2014 concluded on a high note for domestic equity markets as the S&P 500 finished up 4.9% in Q4 and 13.7% in 2014. The headlines that dominated the quarter were the dramatic drop in oil prices globally. WTI and Brent crude oil each declined over 41% in the fourth quarter. The MSCI EAFE, representing developed international countries, declined 3.5% during the quarter as Europe continues to mire in slow growth and high unemployment. Domestic treasuries and municipals saw increases across the yield curve in the fourth quarter due to investor demand for quality and improved municipality financials.

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    SVB Private Bank – Q4 Market Review

    SVB Asset Management – Q4 2014 Economic Report

    The SVB Asset Management Economic Report, Q4 2014, is a review of and outlook on economic and market factors that impact global markets and business health. Our most recent Q4 edition highlights the “U.S. Return to Normal” as the special topic, as well as detailed content on the components of the domestic and global economy, investment performance, portfolio strategy and a number of other topics. In addition to the report, you may also refer to an online infographic which highlights the major concepts in the book.

    Download the Report  (PDF)


    Icon - Economic Report 2014 Q4

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