Weekly Issue: Watching the G20 for what the Fed may or may not do

Weekly Issue: Watching the G20 for what the Fed may or may not do

Near-term bad news is good news for the stock market but we run the risk of the market over pricing in a Fed rate cut in the near-term. The key the Fed will likely be watching will be the upcoming trade meeting. Also, with GDP expectations coming down, we see more risk in EPS expectations that have yet to really follow that move lower. As the streaming video market is poised to get more competitive in the second half of 2019, we are adding a stop loss to Netflix shares.

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