Newsletter: March 2017

Macro Overview Equity indices had their longest streak of record closes since January 1987, with the Dow Jones Industrial Average reaching 21,000, its second milestone in less than 30 days after reaching 20,000. It took the Dow only 24 trading days to elevate from...

Newsletter: February 2017

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...

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...

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...

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...
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