Global Deceleration and Trade The International Monetary Fund (IMF) and the Organization for Economic Co-operation and Development (OECD) both regularly publish widely followed economic forecasts for global and country-specific economic growth. Both of their...
Ongoing Concerns The two main factors driving the stock market in the last nine months have been concerns over monetary policy and the trade conflict between the U.S. and China. Just as we released our winter note, in February, the Fed had signaled that they...
What a Difference a Year makes A year ago, the tone in the markets was distinctly different than it is today. There was a lot of optimism centered around a year’s worth of global synchronized economic growth and a particularly bright future for the U.S....
The Return of Volatility After a relatively quiet summer for the markets, this October has been a return to more normal levels of volatility for stocks. Meanwhile, the bond market has been steadily losing ground throughout the year. The Federal Reserve has...
Fasten your Seatbelts The market turbulence that began in February has been sustained through the spring with no signs of abating. Investor uncertainty was originally focused on signs of rising inflation, but soon shifted to the aggressive tactics the Trump...
Source: Investing.com Confidence and Complacency The chart above illustrates the price changes in the S&P 500 index for 2017 through March 9, 2018. As an aside, March 9th happens to be the ninth birthday of the current bull market in stocks, which from the...
