Macro Overview Markets continued on a volatile course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. The 10-year Treasury bond yield reached 3% for the first time …
Newsletter
Newsletter: April 2018
Macro Overview Markets were rattled in March as a looming trade war between China and the U.S. enhanced market volatility. The administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products which will be identified by the Commerce Department in April. China …
Newsletter: March 2018
Macro Overview Volatility was rampant throughout the markets as fear of inflation and rising interest rates pilfered gains that had accumulated from the beginning of the year. Some see a fundamental trend is in place as a normalization of interest rates evolves. The release of a jobs report in …
Newsletter: February 2018
Macro Overview Rising interest rates weighed on equity momentum as the expectation of increased borrowing costs and inflation accelerated market volatility. Markets retreated from gains established earlier in the year as higher global yields precipitated a pullback in domestic and international …
Newsletter: January 2018
Macro Overview The rally in stocks that began following the election in 2016 propelled through 2017 as optimism and expectations that growth oriented policies and tax cuts would materialize.Political turmoil was not a deterrent for the markets, as major U.S. equity indices finished the year at near …