Perspectives & Commentary

Avalon produces a variety of investment commentaries.

Our perspectives and quarterly commentary are issued throughout the year and cover a range of investment-related topics.

Avalon Perspectives:

Avalon Weekly Market Guide

March 18, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

March 11, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

March 4, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

February 25, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

February 19, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

February 11, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

February 4, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

January 28, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

January 22, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

January 14, 2019

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Avalon Perspectives:

Avalon Weekly Market Guide

January 7, 2019

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Yearly Outlook

2019

 

January 2, 2019

Avalon Perspectives:

Avalon Weekly Market Guide

December 31, 2018

Avalon Perspectives:

Avalon Weekly Market Guide

December 24, 2018

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Avalon Perspectives:

The Federal Reserve Raises Rates

December 19, 2018

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Avalon Perspectives:

Avalon Weekly Market Guide

December 17, 2018

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The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

News | Press

October 2, 2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Quarterly Note

Third Quarter, 2018

Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

 

News | Press

June 28, 2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Quarterly Note

Second Quarter, 2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Monthly Note

April 2018

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Avalon Perspectives

Avalon Weekly Market Guide

March 18, 2019

Avalon Weekly Market Guide

March 11, 2019

Avalon Weekly Market Guide

March 4, 2019

Avalon Weekly Market Guide

February 25, 2019

Avalon Weekly Market Guide

February 19, 2019

Avalon Weekly Market Guide

February 11, 2019

Avalon Weekly Market Guide

February 4, 2019

Avalon Weekly Market Guide

January 28, 2019

Avalon Weekly Market Guide

January 22, 2019

Avalon Weekly Market Guide

January 14, 2019

Avalon Weekly Market Guide

January 7, 2019

Avalon Weekly Market Guide

December 31, 2018

Avalon Weekly Market Guide

December 24, 2018

The Federal Reserve Raises Rates

December 18, 2018

Avalon Weekly Market Guide

December 17, 2018

Avalon Weekly Market Guide

December 10, 2018

Avalon Weekly Market Guide

December 3, 2018

Fed Chairman Powell's November 2018 Speech

November 28, 2018

Avalon Weekly Market Guide

November 26, 2018

Avalon Market Update

October 12, 2018

Low-Balling Inflation Puts the Fed at Risk

September 28, 2017

TPP Is Dead. What Now?

January 25, 2017

Quarterly and Monthly Notes

Yearly Outlook

2019

Quarterly Note

Third Quarter, 2018

Quarterly Note

Second Quarter, 2018

Monthly Note

May 2018

Monthly Note

April 2018

Quarterly Note

First Quarter,  2018

Monthly Note

February 2018

Yearly Outlook

2018

Monthly Note

November 2017

Quarterly Note

Third Quarter,  2017

Monthly Note

August 2017

Monthly Note

July 2017

Quarterly Note

Second Quarter,  2017

Monthly Note

May 2017

Monthly Note

April 2017

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

News | Press

Avalon Advisors, LLC Announces new Co-Chief Investment Officer

October 2, 2018

Avalon Advisors, LLC Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

Avalon Advisors Announcement

December 16, 2016

Sam Rines

April 11, 2016

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Quarterly Note

Third Quarter, 2017

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Avalon Perspectives:

Low-Balling Inflation Puts the Fed at Risk

September 28, 2017

The U.S. has an inflation problem. It has nothing to do with inflation being too high or too low. Unlike the raging inflation of the 1970s, it doesn’t need to be solved with a lengthy and painful recession.

 

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Monthly Note

July 2017

July proved to be an intriguing month for markets. The U.S. dollar slid to levels not seen since early 2016¹ even as the Federal Reserve signaled its intention to begin shrinking its balance sheet “relatively soon”.

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Quarterly Note

Second Quarter, 2017

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Quarterly Note

First Quarter, 2017

From the start, 2017 has been an intriguing year. With another rate hike under its belt, the Federal Reserve has accelerated from its previous tentative pace and has even begun to talk about removing some of the final vestiges of the Great Recession—the assets purchased during its quantitative easing programs.

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Monthly Note

January 2017

January was a month filled with change as the Trump Administration was inaugurated. Delivering on many campaign promises, President Trump’s first weeks in office were a whirlwind for investors. From immigration to regulation, the Administration was busy.

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News | Press

December 16, 2016

Avalon Advisors, LLC is pleased to announce that a minority interest in its firm, previously held by select outside investors including The Carlyle Group, has been acquired by four private families and employees. As a result of the transaction, which closes this month, the majority interest in Avalon will be owned by its employees and local families.

 

Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Quarterly Note

First Quarter, 2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Monthly Note

February 2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Yearly Outlook

2018

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

Monthly Note

November 2017

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Monthly Note

August 2017

The U.S. and global economy remained strong during August. While U.S. employment and GDP growth showed stable to accelerating growth, there were the now normal caveats of low inflation and slow wage growth.

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Monthly Note

May 2017

Throughout May, U.S. economic data remained moderately encouraging. Manufacturing growth, employment and personal consumption indictors were generally positive while inflation remained tepid. The U.S. economy as a whole appears to be growing at a modest pace, accelerating from a weak first quarter.

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Monthly Note

April 2017

April proved to be a bit of a reality check for US economic indicators and data. US economic data disappointed relative to expectations following several months of surging expectations. The recent GDP report from the Bureau of Economic Analysis revealed that the first quarter of 2017 grew at only a 0.7% pace.

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Monthly Note

February 2017

In many ways, February was a month epitomizing the recent two-speed economy. Following the election, sentiment and survey measures surged, but the actual data trailed behind. Throughout February, the data remained in largely the same pattern.

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