Newsletter: January 2023

Macro Overview Global equity and fixed-income markets navigated through a volatile environment as 2022unfolded to be a challenging year. The Russian invasion of Ukraine, rising interest rates,inflationary pressures, and a slowing economy all weighed on financial...

Newsletter: December 2022

Macro Overview Markets reacted to indications that the Fed might slow its pace of rate increases heading intothe new year. Such a change in monetary policy would be positively received by financialmarkets with the anticipation of eventual lower rates. The supply chain...

Newsletter: November 2022

Macro Overview The Fed continued on its steepest rate increase since the early 1980s. Political pushbackagainst the Federal Reserve has been building as criticism surrounding the rate hikes hasbecome a focal issue. October saw a weaker U.S. dollar helping to propel...

Newsletter: October 2022

Macro Overview Financial markets were distraught during the third quarter as rising rates, inflation, andslowing economic activity hindered major equity indices. Dramatic tax cuts implemented inthe U.K. stirred global financial currency markets with the British pound...
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