Posts Tagged: Monthly Market Commentary

January 2017 Recap

The battle of domestic protectionism relative to increased globalization took center stage during the month following the inauguration of President Trump. Campaign promises from the administration were met with new executive orders despite criticism from the public and, in some cases, the media. Repealing the Affordable Care Act (Obamacare) remained at the top of the…

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December 2016 Recap

The Federal Reserve’s anticipated interest rate increase dominated the news cycle in December and led to an eventual market reaction that was anticlimactic, at best. Our initial commentary of the Fed’s announcement pointed to a textbook reaction of how asset classes behaved. Once it was official that the Federal Reserve increased short-term interest rates by…

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October 2016 Recap

Domestic economic data proved largely positive throughout the month of October with the majority of economic sectors posting positive activity. The strength of the labor market remained a dominant talking point as the economy managed to add 161,000 private payrolls for the month. Moreover, the two-month net revision was announced at 44,000. Click here to…

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September 2016 Recap

The highly anticipated September 21st Federal Reserve decision on the path of interest rates seemed to dominate the airwaves throughout the month as sentiment tied to equities dwindled lower leading up to the announcement (Figure 1). We learned that the Fed kept the Federal Funds interest rate at the current range of 0.25-0.50% and managed…

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