by Greg | Nov 17, 2017 | Newsletter
Macro Overview An improving economic environment and earnings optimism propelled markets higher, along with prospects that there might be some agreement on tax reform in Washington. The House of Representatives released a draft of tax policy proposals known as The Tax...
by Greg | Oct 17, 2017 | Newsletter
Macro Overview The aftermath of Hurricanes Harvey, Irma, and Maria are expected to have uncertain affects on government data and continued ambiguity on economic activity.The hurricanes will distort economic reports quite possibly for months, as labor and material...
by Greg | Sep 17, 2017 | Newsletter
Macro Overview Hurricane Harvey prompted an agreement between the President and congressional leaders to increase the politically charged debt ceiling in order to help fund repair efforts in Texas.The agreement will avert a government shutdown until mid-December,...
by Greg | Aug 17, 2017 | Newsletter
Macro Overview Markets seemed undeterred by political indecisiveness in Washington surrounding healthcare reform,which could affect upcoming tax reform in the fall that is hinged on the ability of passage by Congress. Even though lawmakers are coming under escalating...
by Greg | Jul 15, 2017 | Newsletter
Macro Overview International markets reacted in June as central banks throughout Europe and Asia signaled that monetary stimulus efforts were slowly being dispatched.The news propped up European currencies including the euro, pound, and Swiss franc as anticipated...
by Greg | Jun 1, 2017 | Newsletter
Macro Overview Political turmoil was not able to derail market momentum in May as the three major market indices continued on their upward trajectory.Delayed passage of stimulus driven legislation is reducing inflation expectations as markets anticipate an extended...
