Hamilton Capital Management - Registered Investment Advisor

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Regional Specialists Review June 2017

 We have observed for some time that monetary policy - simply put, the level of short-term interest rates - has been stimulative throughout much of the world.  The key exception is the U.S., where the central bank has been gradually raising rates.  This is an important exception, given our size and consumption patterns.

The economic behavior that's resulted appears consistent with this supportive monetary environment.  Europe, Japan and even emerging economies are showing flickers of improvement, whereas several U.S. indicators are hinting at a gradual easing in both economic and earnings growth.  Though we're not likely on the edge of a U.S. recession, we feel it's worth noting as we assess it in the context of financial market valuations.

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