The new year started on a bullish note only to be interrupted by a January wage growth report that exceeded expectations. This was interpreted as the beginning of a long awaited upward trend in inflation, causing equity markets to come off recent highs whi le bonds...
Global equity markets had an extremely positive 2017 with many indices reaching historical or recent highs. The anticipated correction from overbought levels never occurred due to a steady stream of positive economic reports which addressed concerns regarding downside...
As we monitored North Korea’s actions during the third quarter, we also directed our attention towards two major hurricanes that devastated areas in Texas, Florida, Puerto Rico and the Caribbean Islands. The projected damage costs following the storms created...
As professionals in the Financial Services Industry, we have experienced “headline risk” driven by the technological evolution of news reporting as part of the new “normal” for many years now. It appears that a combination of the media and politics has created a...
We cannot recall the last time we faced challenges in the finalization of this market commentary due to a rapid and steady flow of news to begin a new quarter. Focusing on the economic landscape is a bigger task during major news events such as the continued testing...
