Posts Tagged: Monthly Market Commentary

February 2018 Recap

Global equity markets returned to their natural state of rational volatility during the month and it’s a notion that not many investors appeared excited for. The end of 2017 marked one of the lowest measures of downside volatility in the U.S. and it should be thought of as the exception, not the rule. It is…

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December 2017 Recap

Political volatility through the use of fiscal policy became the dominant talking point throughout the month. The new Republican tax bill emerged through Congress victorious and was finally signed into law by President Trump. Such an outcome was only certain in the last few weeks of the month given the increasing disparity of bipartisan support…

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November 2017 Recap

Economic growth data proved dominant through the month despite volatility concerns stemming from political uncertainty tied to tax and healthcare reform. Data tied to October retail sales indicated an unexpected upside surprise that was also met with a higher revision of September’s growth. The data was encouraging as a means of how the consumer may…

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October 2017 Recap

Politics remained at the forefront during the month as potential tax reform, as well as healthcare reform, dominated media headlines. Market participants appeared rather pessimistic on the future of corporate tax adjustments given that the proposal fails to cut taxes immediately. Rather, the plan is for cuts to be phased-in over multiple years. Despite such…

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