Posts Tagged: Monthly Market Commentary

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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September 2017 Recap

Economic data points remained rampant throughout the month with the U.S. manufacturing sector taking a decisive lead. Impressive growth in the sector was reported by the Federal Reserve banks in Chicago, Philadelphia, Richmond, and even Dallas. New York’s Federal Reserve posted a nearly three-year high reading. The catalyst for such an expansion is hard to…

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August 2017 Recap

Global economic activity remained intact throughout the month with U.S. data taking a decisive lead. Most notably, the revision of second quarter annualized gross domestic product (GDP) growth to 3%, from the previous 2.6% reading, indicated a resilient U.S. consumer. Personal consumption data provided an important boost and remains a welcoming sign as to what…

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July 2017 Recap

International equity markets continued to post impressive returns throughout the month as equities in developed economies, and especially those in emerging economies, outpaced the Standard & Poor’s (S&P) 500 once again (Figure 1). In fact, their performance has nearly doubled that of the S&P 500 on a year-to-date basis even after accounting for the numerous…

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