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Library » First Quarter 2018 International Perspective
April 24, 2018 | International Markets
Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …
Markets & Economy » Escalating Risks of Protectionism and Tariffs
March 22, 2018 | Market Commentary
In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …
Markets & Economy » Inflation Worries Are Picking Up
March 19, 2018 | Market Commentary
The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …
Library » Fourth Quarter 2017 International Perspective
January 25, 2018 | International Markets
Quarterly Market Review Global equity markets ended 2017 on a strong note, up nearly 6% for the fourth quarter and 24% for the year. Performance was broadly positive, with both developed and emerging markets turning in strong double-digit returns for the 12-month period. Emerging market equities …
Markets & Economy » Implications of the Federal Government Shutdown
January 22, 2018 | Market Commentary
Early Saturday morning, after Senate lawmakers failed to pass a short-term funding bill, the U.S. federal government began a shutdown of all non-essential services in the first federal government shutdown since October 2013. To reopen the government, the Senate needs a 60 vote supermajority, …
Library » January 2018 Perspective
January 05, 2018 | Market Commentary
The U.S. Economy 2017 was a great year for investors as strong returns pushed domestic equities to fresh all-time highs. Robust equity performance was seen across many of the major indices both domestically and abroad. Most fixed income sectors posted healthy gains as well. At the same time, …
Library » Third Quarter 2017 International Perspective
October 25, 2017 | International Markets
Quarterly Market Review Global equity markets continued to climb higher during the third quarter, supported by wide-spread earnings growth and the persistence of a synchronized expansion across major world regions. Over both the quarter and year-to-date period, a weakening USD boosted …
Library » Second Quarter 2017 International Perspective
July 20, 2017 | International Markets
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
Markets & Economy » Monthly Outlook - June
June 06, 2017 | Market Commentary
Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June. Read our June Perspective for a more thorough summary of the current market environment.
Markets & Economy » Monthly Outlook - February
February 08, 2017 | Market Commentary
Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more. Read our February Perspective for a more thorough summary of the current market environment.
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