Macro Overview A change in sentiment was prevalent throughout the markets as new rules and regulatory reversals began to take effect.Volatility rose as markets tried to discern President Trump’s policies. Equity markets propelled to new highs in January as optimism fueled U.S. equities,sending …
Newsletter: January 2017
Macro Overview / Year In Review A year-end equity rally induced by a Trump victory lost momentum towards the end of December as doubts surfaced regarding Trump’s success in garnering support for his proposals from both Republicans and Democrats in the House and Senate. Two thousand sixteen was …
Newsletter: December 2016
Macro Overview A monumental shift occurred in November as consumer sentiment, interest rates, and equity markets all increased with growth expectations settling in. Infrastructure spending, manufacturing, a friendlier regulatory environment, trade agreements, and fiscal stimulus have become the …
Newsletter: November 2016
Macro Overview Pre-election jitters led to market stagnation as equities struggled through October. With this extraordinary political year coming to a close, the results of the election will carry over to 2017 as markets digest new policies and legislative changes. It has been eight years since …
Newsletter: October 2016
Macro Overview A tightening of presidential polls added to market ambivalence as uncertainty regarding what fiscal and regulatory policy changes might affect the economy and markets. The outcome of the U.S. elections is considered by many to be a primary determinant of how the rest of the year …