3 Events that Could Move the Market!

3 Events that Could Move the Market! All cameras were pointed to Singapore earlier this month, as President Trump and Kim Jong Un met to discuss the future of North Korea's nuclear program. The summit was big on fanfare but small on details, with the North Koreans making promises they've made in the past. But while all that was happening, there were three meaningful and underappreciated market-related stories I think could have a significant economic impact. I'll detail those stories below, but the overarching point I want to make for readers is to remember that a crowded news cycle often overshadows important events that affect business, investment, and earnings. In my view, it's not the widely-telegraphed stories that move markets - it's the impactful stories that few people are talking about. 1) The AT&T and Time Warner Merger - the decision to allow AT&T to move forward with its $85 billion acquisition of Time Warner opens the door to what could be a merger frenzy in the telecom and media space. In the days following the merger, we already saw signs that Comcast could try to swipe Twenty First Century Fox from Disney while also eyeing Sky Networks. But there's more to the market story than that - with the table set for a more hands-off approach to vertical mergers, we could also see increased activity in other parts of the economy like the healthcare sector, where big insurers like Cigna and Aetna are eyeing retail pharmacies and pharmacy benefits managers in an effort to own more links in the healthcare services chain. More... --------------------------------------------------------------- [Don't Let Headlines Get in the Way of Your Investments!]( Newsworthy headlines have a tendency of overshadowing truly important events. So instead of getting caught up in the headlines, focus on hard data and economic indicators that could drive the market. To help you do this, we are offering all readers a first-look into our just-released July 2018 Stock Market Outlook report. This 22-page report contains some of our key forecasts to consider in 2018: • What produces U.S. optimism? • Forecast for the S&P • Small-cap and large-cap outlook • Which sectors are hot and which are not? • What industries within those sectors most merit your attention? • Odds of recession • And much more. If you have $500,000 or more to invest and want to learn more about these forecasts, click on the link below to get your free report today! [IT'S FREE. Download the Just-Released July 2018 Stock Market Outlook1 >>]( ------------------------------------------------------------------ 2) $50 Billion in New Tariffs - the tariffs story is arguably quite difficult to follow. It feels like every week there is a new announcement that investors must research to determine whether it's a tariff threat or an actual tariff. In the days following the North Korea summit, while pundits were busy weighing-in on the impact of the meeting, the Trump Administration followed-through on a 25% tariff on 800 "strategically important imports from China," which are set to go into effect on July 6. China retaliated quickly with 25% tariffs on 659 US products, ranging from soybeans to autos to seafood.2 In our view, these tariffs are still not of the magnitude to derail global economic growth, but if the duty wheel keeps spinning with new tariffs and more retaliation, there could be real economic harm. It is important, in our view, to analyze how individual companies and sub-industries earnings could be affected. 3) The Federal Reserve Raises Interest Rates - it was a widely-expected move when the Federal Reserve raised interest rates on June 13, but the hike nevertheless received sparse media attention. But perhaps it should have, as Federal Reserve Chairman Jerome "Jay" Powell's comments about the U.S. economy were not only overwhelmingly positive but also very plain spoken and straightforward. This type of candor is not what we've come to expect from the Fed, who notoriously bore audiences with complex analysis of inflation, interest rates, and labor markets. Jay Powell made his message clear: "the U.S. economy is in great shape," and "most people who want jobs are finding them." The Fed expects two more interest rate increases this year3 , which could tick-up borrowing and credit costs for consumers as the prices of goods could be set to rise with tariffs. It will be key for investors to take note of how these crosscurrents affect growth and earnings, in our view. Bottom Line for Investors Several years ago, there was an experiment called the "gorilla experiment", where three basketball players in white shirts and three players in black shirts all passed a basketball back and forth. The experiment asked the viewer to count how many times the players in white shirts passed the ball. The answer was 15, but the real question in the experiment was: did you see the man in a gorilla costume walk smack into the middle of the game? Astonishingly, 50% of viewers did not!4 Human intuition is far from perfect. We're often distracted by stories or events that hoard the spotlight, and as a result, we miss or ignore the stories and events that should play a bigger role in our investment decision-making process. The takeaway for investors: remember to look past the headlines - that's where you're more likely to find the stories that move markets, in my view. To help you do this, I invite you to download our [Just-Released July 2018 Stock Market Outlook Report>>]( This Special Report is packed with newly revised predictions for 2018 that can help you base your next investment move on hard data. For example, you'll discover Zacks' view on: • What produces U.S. optimism in 2018? • Forecast for the S&P • Small-cap and large-cap outlook in 2018 • Which sectors are hot and which are not? • What industries within those sectors most merit your attention? • Odds of recession • And much more. If you have $500,000 or more to invest and want to learn more about these forecasts, click on the link below to get your free report today! 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