Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the...
Commentary
Q3 2019 Market Outlook
The resiliency of the US equity market again was evident in the second quarter of 2019. The trade concerns of May faded quickly and the market rallied as the Federal Reserve and...
The Federal Reserve: What Me Worry
So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019. Reading the...
Elections, Policy, Trade and Markets
Now that mid-term elections are behind us, economic and investment decision makers can get back to business. We will know soon how much of the October swoon was related to...
History Doesn’t Always Repeat Itself but Sometimes it Rhymes
Way back in the spring of 2013, then Federal Reserve Chairman Ben Bernanke announced that the Fed bond buying program would come to an end. A global bond market panic ensued,...