Hoot & Holler

Hoot-n-holler networks have been used by Wall Street firms for years. These networks are used as a way to communicate market information between parties. Beacon Trust uses its Hoot & Holler communications to convey valuable information to our clients and friends.



The Impact of Recent Hurricanes on Municipal Bond Credits
Posted: 2017-10-06     By: Susan Hayes
"The Impact of Recent Hurricanes on Municipal Bond Credits in Texas, Florida and Puerto Rico

Within a three week period, three major hurricanes touched down in the United States. Two of the most important economic regions in the country, southeastern Texas and the state of Florida, as well ...''

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What comes in December besides Christmas? Answer: A Fed Rate Hike!
Posted: 2016-12-14     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

What comes in December besides Christmas? Answer: A Fed Rate Hike!
For the second consecutive December, the Federal Reserve hiked the Fed funds rate. The action was as anticipated as the Christmas holiday, ...''

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Reading the Tea Leaves
Posted: 2016-12-05     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Reading the Tea Leaves
The release of key economic data during the last few days presents an opportunity to focus on reality versus expectations following the election. In the main, the news was positive ...''

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Post Election Thoughts
Posted: 2016-11-09     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Post Election Thoughts
Donald Trump defied predictions and polls to become US President elect. The victory was inspired in part by populist sentiment, disappointing growth, and a desire for change. Investors ...''

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Looking for VOL (Volatility)
Posted: 2016-10-28     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future
 
Looking for VOL (Volatility)

Similar to inflation, a bit of market volatility is not a bad thing. Investors have been mystified by a lack of volatility in all major asset classes (stocks, bonds, currencies, ...''

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Volatile Data/Volatile Markets
Posted: 2016-10-07     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future
 
Volatile Data/Volatile Markets

US economic data have become exceedingly volatile of late. This week's release of the ISM Non-Manufacturing Index (NMI) is a prime example. The Index, which covers ...''

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Fed Policy: Confusion Reigns
Posted: 2016-09-21     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Fed Policy: Confusion Reigns
The Fed did not disappoint the market today by doing nothing. Despite the Federal Open Market Committee's (FOMC) assertion that "the case for an increase in the federal ...''

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Questions Other Than What the Fed and Bank of Japan Will Decide
Posted: 2016-09-20     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Questions Other Than What the Fed and Bank of Japan Will Decide
Having grown somewhat weary of the confusing state of central bank policies, we have elected to pose and (hopefully) answer a few questions ...''

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Spanning the Globe: A Brief Review of Global Markets
Posted: 2016-09-14     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Spanning the Globe: A Brief Review of Global Markets 
  • Fading Jeffrey Gundlach in that Personal Consumption Expenditure (PCE) growth NOT strong enough to cause a significant rise in bond yields. (Gundlach ...''

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What If Janet Yellen Is Wrong on Consumer Spending?
Posted: 2016-08-31     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

What If Janet Yellen Is Wrong on Consumer Spending?
A key takeaway from Fed Chair Janet Yellen's speech at the Jackson Hole Economic Symposium was that the case for a rate hike strengthened in recent ...''

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Consumer Concerns 2016
Posted: 2016-08-15     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Consumer Concerns
It's no secret that US economic growth is largely supported by the consumer (Personal Consumption Expenditures or PCE). Not only does PCE account for nearly 70% of GDP but ...''

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Spike in Policy Uncertainty Signals Softness in Business Investment and Jobs Growth
Posted: 2016-08-02     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Spike in Policy Uncertainty Signals Softness in Business Investment and Jobs Growth
The 2Q real GDP report, released last Friday, was disappointing relative to the Bloomberg consensus forecast. ...''

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Brexit Post Mortem
Posted: 2016-06-24     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Brexit Post Mortem
While the world was shocked by Britain's 52%-48% vote to leave the European Union (EU), we were not particularly surprised. In fact, our Latest Commentary (6/22) suggested ...''

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Brexit Brief
Posted: 2016-06-22     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Brexit Brief
Britain's referendum to leave (Brexit) or stay (Bremain) in the European Union (EU) will take place Thursday, June 23. But don't expect any market-moving news during US trading hours ...''

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Fed At Bat: Missing Curve Balls
Posted: 2016-06-17     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Fed At Bat: Missing Curve Balls
With the basketball season winding down, we thought we would turn our attention to baseball. If the Federal Reserve were a hitter, it would likely miss curve balls ...''

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Who's Offside?
Posted: 2016-06-10     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future
 
Who's Offside?
The question "Who's Offside?" requires a bit of explanation. It refers to relative asset class valuations. Is the stock market overvalued relative to the bond ...''

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Growth with a Small "G"
Posted: 2016-05-27     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future
 
Growth with a Small "G"
This week's economic releases point to a US economy that is muddling along. The 1Q real GDP update was reported at 0.8% versus the advanced 0.5% number and ...''

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Rate Rise Chorus Coalescing
Posted: 2016-05-23     By: Alan Segars
"What's Working, What's Not - Explaining the Present, Discerning the Future

Rate Rise Chorus Coalescing
It's as though the Fed has formed its own Tabernacle Choir and is spreading the gospel of rate hikes. The latest utterance came from Eric Rosengren, president of ...''

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Beacon Briefs 5.13.2016
Posted: 2016-05-13     By: Alan Segars
"What’s Working, What’s Not – Explaining the Present, Discerning the Future
Beacon Briefs

Retail Lite?

Retailer travails were evident this week as several major companies reported disappointing sales and earnings. Several retail stocks suffered double-digit declines, and the S&P ...''

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China: What We Think We Know About Debt/Growth Dynamic
Posted: 2016-05-06     By: Alan Segars
"What’s Working, What’s Not – Explaining the Present, Discerning the Future
China: What We Think We Know About Debt/Growth Dynamic


China’s “growth miracle” reflects rapid build-up in Total Debt and Total Credit.
Economists have debated whether GDP growth causes debt and credit ...''

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