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Half-time 2013

{Insert Company Logo}. Half-time 2013. {Insert Date} | {Insert Location}. Words We Learned (or made up) in 2013. Tapering What does this word mean? A) Taping two pieces of paper together B) Changing the width of your pants C) The Federal Reserve is lowering the amount of assets they buy.

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Half-time 2013

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  1. {Insert Company Logo} Half-time 2013 {Insert Date} | {Insert Location}

  2. Words We Learned (or made up) in 2013 Tapering What does this word mean? A) Taping two pieces of paper together B) Changing the width of your pants C) The Federal Reserve is lowering the amount of assets they buy

  3. Agenda

  4. Where We’ve Been 2013 Performance (Through 6.30.2013) S&P 500(Domestic Stocks) +12.6% DJ Global ex US (Foreign Stocks)-1.1% 10-year Treasury Yield+2.49% Gold-28.2%

  5. Consumers Remain Resilient • Despite higher taxes, consumers continue to spend more and gain confidence • Consumers confidence at five-year highs

  6. Where We Are • Rising stock and home prices creating “Wealth Effect” • U.S. is still a “Tale of Two Nations” • Consumers gaining confidence despite structural economic issues • Corporations have lowered expectations • Geopolitical tensions bubbling • Stocks trading just below all-time highs

  7. What to Watch • Fed Exit – Impact on Financial Markets • China’s Economy Slowing • European Economy • Money Flows: Will We See Great Rotation? • Geo-Political Risks

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