Capitol Notes

Category: Capitol Notes


Special Edition: How this Election Affects Global Markets

Election 2016: The Good, The Bad and The Lessons LearnedShock waves continue to reverberate in Washington D.C., where Donald Trump's presidency is likely to have a major impact on financial markets. We share the market’s…

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3-2-1 Market Review recording part 2

Here is part 2 of a special 3-part webinar series with 2 industry leaders sharing their insights on the 1st Friday of each month through 2016.This webinar series will explore the market forecast heading into the Presidential…

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Small army of Fed speakers, OPEC on tap for Wednesday

Excerpt from CNBC's article featuring Horizon Investments' Greg ValliereA flurry of Fed speakers, including the Fed chair, will keep markets busy Wednesday.There are also mortgage applications at 7 a.m. EDT, durable goods data at 8:30…

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Trump’s attack on Yellen, Fed could backfire

Excerpt from CNBC's article featuring Horizon Investments' Greg ValliereWhile it may be unorthodox for a presidential candidate to throw darts at a sitting Fed chair, a good many on Wall Street agree with Donald Trump's…

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Stock Market Acts as if Clinton Will Be President

Excerpt from Barron's article featuring Horizon Investments' Greg Valliere Last month, Barron’s weighed in with a cover story stating that “investors need to put their emotions and partisanship aside and acknowledge what the polls are…

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Debate, OPEC, Fed, economy—all big risks lurking for markets in the week ahead

Excerpt from CNBC's article featuring Horizon Investments' Greg ValliereThe presidential debate and OPEC could make for volatile markets in the week ahead, while a rush of consumer, manufacturing and other data may reveal whether the…

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Monday’s presidential debate could be moment of truth for election-and stocks

Excerpt from CNBC's article featuring Horizon Investments' Greg ValliereThe first presidential debate Monday may be a near-term catalyst for stocks, if either candidate looks set to break out.So far, Wall Street has favored an Election…

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If presidential debate’s winner surprises Wall St., watch out

Excerpt from USA Today's article featuring Horizon Investments' Greg ValliereMonday's presidential debate is shaping up as just as important a financial event as it is a political one.The outcome of the first debate could determine who is working in…

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Deficit Is Surging as Candidates Look to Spend Freely

Excerpt from Barron's article featuring Horizon Investments' Greg ValliereIn this bizarre election cycle, the problem of increasing federal budget deficits has received little attention. But Greg Valliere of Horizon Investments brought it to light in a research…

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Biotech ETFs: Rallying Because Hillary Clinton Has Pneumonia?

Excerpt from Barrons article featuring Horizon Investments' Greg ValliereIt sounds silly at first. But, at second blush, it sure seems like biotechnology stocks and exchange-traded funds are rallying in part because Democratic nominee Hillary Clinton…

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What a Trump or Clinton presidency would mean for stocks

Excerpt from Detroit Free Press article featuring Horizon Investments' Greg ValliereWhat would a Hillary Clinton presidency mean for our jobs and 401(k) plans? What would a Donald Trump presidency mean for Wall Street and everyday investors?Many economists,…

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Government shutdown looms in three weeks without budget deal

Excerpt from Market Watch article featuring Horizon Investments' Greg ValliereCongress is back from a seven-week recess with less than a month to prevent a government shutdown.Greg Valliere, chief global strategist of Horizon Investments, said in…

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Audio: 321 Market Review Webinar #1 — Cannon + Valliere

 Here is part 1 of a special 3-part webinar series with 2 industry leaders sharing their insights on the 1st Friday of each month through 2016.This webinar series will explore the market forecast heading into the…

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‘Too Many Wildcards’ to Call Clinton, Trump Election: Valliere

Excerpt from Think Advisor article featuring Horizon Investments' Greg ValliereGoing into the Labor Day weekend, political analyst Greg Valliere said that he’s “unwilling” to call who’ll win the presidential election as “there are too many…

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Valliere: Health care still has potential

Excerpt from CNC.com article featuring Horizon Investments' Greg ValliereHowever, the political headwinds could linger longer than many analysts expect."Obamacare is in trouble, and the announcement of huge premium increases will be embarrassing for the Democrats,…

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5 big risks to your portfolio

Excerpt from USA Today article featuring Horizon Investments' Greg ValliereWith stock indexes in record territory and a 7 1/2-year bull market chugging along, investors are worried.If polls after Labor Day show Clinton with only a 2- or 3-point…

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Radio: How will Trump act at the debates

 From Bloomberg Radio: Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations featuring Horizon Investments’ Greg Valliere. 

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How The New President Will Affect Your Bottom Line

Excerpt from Bottom Line Personal article featuring Horizon Investments' Greg ValliereFour years from now, will investors, taxpayers, workers and consumers say that the new president’s economic policies helped their finances—or hurt them? The answer will,…

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How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime

Excerpt from Think Advisor article featuring Horizon Investments' Greg ValliereWith his speech on Monday laying out an economic plan to “make America great again,” Donald J. Trump has emerged as “the pro-growth candidate” for president.…

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Hillary Clinton Makes a Big Push on Infrastructure

Excerpt from Wall Street Journal article featuring Horizon Investments' Greg ValliereHillary Clinton has made upgrading the nation’s roads, bridges, energy grid and water systems a central part of her pitch to voters, aiming to forge…

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Great Jobs Data to Test Trump Pitch to Make Economy Great Again

Excerpt from Barrons article featuring Horizon Investments' Greg ValliereDonald Trump already was having a pretty tough week before the Labor Department made it more difficult. Roughly an hour before the U.S. government’s release of the monthly…

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Disconnect Between Voters’ Priorities And Election Coverage Reveals Truth About Big Data

Excerpt from Forbes article featuring Horizon Investments' Greg ValliereElection topics mentioned most by media outlets covering the presidential race don’t always match up with the issues that voters say are most important.This disconnect was recently brought to light…

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Surprisingly anemic economic growth could derail Fed rate hike and boost Trump campaign

Excerpt from LATimes.com article featuring Horizon Investments' Greg ValliereThe weak start to 2016 spilled into the spring, with the U.S. economy growing at a surprisingly anemic 1.2% annual rate in the second quarter, the Commerce…

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What a Clinton presidency really means for the stock market

Excerpt from CNBC.com article featuring Horizon Investments' Greg ValliereWall Street — and the stock market — may now be comfortable with the idea of a Hillary Clinton victory, but her policies and those of other…

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Why big banks could be broken up no matter who wins the White House

Excerpt from CNBC.com article featuring Horizon Investments' Greg ValliereNo matter who wins the election, the big banks could be on the chopping block. Greg Valliere, chief strategist at Horizon Investment, said Clinton would seek to preserve…

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Trump Dominates Policy in a Topsy-Turvy World

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereRegardless of who gains the next four-year lease on the White House, Trump has already won the policy debate, asserts Greg Valliere, chief strategist at Horizon Investments.…

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Banks: The one key word that Trump left out of his speech

Excerpt from CNBC.com article featuring Horizon Investments' Greg ValliereDonald Trump's acceptance speech mentioned pretty much every campaign issue but one: banks.No mention of efforts to cut financial regulation. Nothing about the Republican Party platform's new…

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Radio: Valliere on the Presidential Election

 From Bloomberg Radio: Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations featuring Horizon Investments’ Greg Valliere.

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The good and bad of investing for a President Trump

Excerpt from CNBC.com article featuring Horizon Investments' Greg ValliereThe bond market may also be on the losing side of the register."He does have a lot of programs that cost a lot of money," said Greg…

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Trump’s GOP wants to break up big banks

Excerpt from CNN.com article featuring Horizon Investments' Greg ValliereAt Trump's urging, the GOP formally endorsed breaking up America's big banks Monday. It's almost like the Republicans were taking a page from liberal senators Bernie Sanders…

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Is Trump Wall Street’s Brexit moment?

Excerpt from USAToday.com article featuring Horizon Investments' Greg ValliereIs Donald Trump Wall Street's Brexit?That's the question market pros are nervously asking on the eve of the Republican National Convention.Just as the polls got the Brexit vote wrong,…

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Stocks Unfazed by Attacks in France

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereIt is all too familiar. Another atrocity perpetrated on innocent victims, revelers enjoying a glorious holiday in one of the most beautiful places on Earth. Even more…

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Why Trump isn’t scaring the stock market

Excerpt from CNN.com article featuring Horizon Investments' Greg ValliereThe base case scenario doesn't freak out Wall Street. But some wonder whether the U.S. election could turn out to be like the shocking Brexit vote. Will…

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Valliere: Will the Republicans Lose Control of Congress?

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereGreg Valliere, the Washington-based chief global strategist with Horizon Investments and a well-known political handicapper, writes that Trump’s struggling campaign organization “may be getting its act together”…

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Talking to clients after initial Brexit scare

Excerpt from Financial-Planning.com article featuring Horizon Investments' Greg ValliereSorry advisers, the Brexit crisis might not be just another short-term market jolt."It's impossible to be sanguine about this one," says Greg Valliere, chief strategist for Horizon…

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Valliere on Bloomberg TV: Trump Win Could Support Anti-Fed Movement

 Greg Valliere, chief global strategist at Horizon Investments, and Bloomberg's Michael McKee examine the anti-Federal Reserve sentiment in the U.S. Congress and Senate in relation to the U.S. presidential race and what it may take…

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Valliere on Bloomberg TV: Trump Hits on ‘Seething Resentment’ of Elites

 Greg Valliere, chief global strategist at Horizon Investments, discusses the campaign of presumptive Republican presidential nominee Donald Trump and how Brexit plays into the U.S. presidential race. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

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Valliere: Brexit Vote A “Death Blow” To Globalization

Excerpt from FinancialAdvisor.com article featuring Horizon Investments' Greg ValliereStop the world, the United Kingdom wants to get off.Global free trade has had its Waterloo moment with U.K. voters’ decision to leave the European Union, said…

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Valliere: The Winners and Losers of the Brexit Bombshell

In what will be remembered for years to come as an economic and political turning point, the Established Order has been rebuked in a dozen profound ways:1. Let's not kid ourselves, the Brexit vote was…

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Treasury Yields Plummet in Wake of Brexit Shocker

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereTreasury yields fell to historic lows overnight Friday as the United Kingdom voted to exit the European Union. The move was a shock to global markets that…

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‘Could a Trump victory hurt the economy?’ and other tough questions coming Janet Yellen’s way

Excerpt from MarketWatch.com article featuring Horizon Investments' Greg ValliereFed Chairwoman Janet Yellen will have to tread carefully to avoid political missteps in two days of likely heated testimony on the economy and interest rates to…

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Voters trust Trump over Clinton on economy

Excerpt from CNN.com article featuring Horizon Investments' Greg ValliereVoters overwhelmingly think Democrat Hillary Clinton will be the next president (whether they want that or not), but when they are asked specifically who would be the…

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Can Hillary win the middle class?

Excerpt from CNN.com article featuring Horizon Investments' Greg ValliereClinton is set to give a big economy speech at 11:30am ET Tuesday in Columbus, Ohio, a critical swing state.Her goals: To convince America's middle class that…

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Global markets make grim start to the week

Excerpt from CNN.com article featuring Horizon Investments' Greg ValliereMarkets around the world were awash in red on Monday as global uncertainty spooked nervous investors.Investors are looking ahead to a policy announcement later this week from…

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U.S. Presidential Race May Be Among Ugliest In History, Says Valliere

by Christopher Robbins, Financial Advisor MagazineAfter Hillary Clinton clinched victory to become the Democratic Party’s presumptive nominee for president on Monday, the U.S. is slated for one of the ugliest general elections in recent history,…

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Washington In Flux: What’s Next For Advisers?

rnHorizon’s Chief Global Strategist Greg Valliere is joined by Co-Founder and CIO, PMC, to discuss this fall’s  election will have a major impact on advisers, with policies expected to change on taxes, spending, and regulations.

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With Yellen Cautious, Market Betting on July Rate Hike

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereEven though Fed Chair Janet Yellen indicated in a speech last Friday that she thinks an interest rate hike is in order as soon as June, investors…

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Wall Street gives Hillary Clinton $27M, but love affair may not last

Excerpt from CNBC.com article featuring Horizon Investments' Greg Valliere Hillary Clinton has been Wall Street's presidential darling so far by a large margin, but could be about to face some competition."Earlier this year, Wall Street was…

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Whom Might Clinton and Trump Pick for Vice President?

Excerpt from Barrons.com article featuring Horizon Investments' Greg ValliereOVERVIEW: We usually think vice presidential picks don’t make much difference unless they’re bad (see: Sarah Palin) or transform the Electoral map (see: JFK-LBJ). But this time…

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Hillary Clinton is set to seriously outspend billionaire Donald Trump

Excerpt from Yahoo.com article featuring Horizon Investments' Greg ValliereDonald Trump holds his first political fundraiser this week, in Albuquerque, N.M. He’s only a year behind Hillary Clinton. But Clinton could end up trouncing Trump in fundraising…

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Valliere: Everybody wants to get their debt restructured

Excerpt.com from Bloomberg Surveillance radio appearance featuring Horizon Investments' Greg Valliere Horizon Investments’ Gregory Valliere discussses the primary elections and where Trump falls on the spectrum in regards to his policy. He speaks with Tom Keene…

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Valliere On Wall Street And A New President

“In my opinion, we haven’t seen the markets react at all,” says Greg Valliere, chief strategist at Horizon Investments in a recent USA Today article. “The market still has a sanguine view.”For now, the stock market hasn’t really…

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Audio: Bloomberg Surveillance – GOP’s Divide-And-Conquer Strategy Too Little Too Late

rnHorizon Investment’s Greg Valliere weighs in on the decision by Ted Cruz and John Kasich to divide and conquer to defeat Donald Trump on Bloomberg Surveillance with Michael McKee and Francine Lacqua.

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Video: Capitol Notes — April 22, 2016

 In this special video edition of Greg Valliere’s Capitol Notes, Greg tackles a number of topics, including: how the economy weakness to start the year will affect the possible Federal Rate hikes in 2016, if there is any truth…

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Valliere: How Trump Could Win ‘The Nastiest, Ugliest Election Ever’

Excerpt from FA-Mag.com article featuring Horizon Investments' Greg ValliereIf Donald Trump wins the election, Horizon Investments chief political strategist Greg Valliere hopes that Inauguration Day is "really windy."In a 50-minute talk yesterday at the Investment…

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Video: Capitol Notes — March 25, 2016

 In this special video edition of Greg Valliere’s Capitol Notes, Greg tackles two topics: The Federal Reserve’s Rate Hike expectations and what Trump and Clinton need to do to wrap-up the nomination for their party.

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VIDEO: Forced Friendship – Donald Trump And The GOP Establishment

Gregory Valliere, chief global strategist at Horizon Investments, discusses how the political establishment in Washington can work with Donald Trump if he wins the Republican presidential nomination and previews today's primary contests. He speaks on…

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VIDEO: Greg Valliere On Yahoo Finance: What A Trump Presidency Might Mean For The Markets

Veteran market watcher Greg Valliere discusses what a Trump presidency would do to the markets, and the economy with Yahoo Finance. 

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VIDEO: Greg Valliere On CNN: 2016 Presidential Race

Horizon Investments Chief Global Strategist Greg Valliere analyzes the U.S. presidential race on the heels of the CNN Democratic Presidential Town Hall. (Source: CNN International)

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VIDEO: Greg Valliere On Bloomberg TV: The State Of The Union

Greg Valliere, chief global strategist at Horizon Investments, examines President Obama’s final State of the Union address and the campaign for the Republican and Democratic presidential nominations. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

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Capitol Notes — Ten Fearless Forecasts For 2016

Happy New Year, everyone, we’re back for what should be a memorable 12 months in Washington. We can’t ever remember a more difficult year to forecast — but no guts, no glory…One: The Republicans head…

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