In this holiday abbreviated version of Market Monthly we’ll recap some key themes and trends we’ve discussed throughout the year and begin setting the stage for 2018.
November 2017 | The House and Senate have delivered their respective tax plans with edits occurring in real time. Their paths may differ but their goals of progrowth economic stimulus are aligned.
October 2017 | The two primary levers of economic policy find themselves at an inflection point. The Fed is cooling their ultra-accommodative monetary policy while Washington is turning up the heat on economic growth through potential tax reform.
September, 2017 | U.S. stocks have soared over 250 percent since their March 2009 lows. There has been plenty to worry about since the Great Recession such as Fed policy, Brexit, N. Korea, and political turbulence just to name a few.
August, 2017 | The bull market just turned 100 months old. For history buffs, that makes it the second longest running bull market in history trailing only the dot com era of the 90s. In this month’s Market Monthly, we discuss one of the more fatal emotionally-driven investment decisions investors make.
July, 2017 | If only financial markets had a scientific instrument that forecasted their path with the precision a barometer forecasts the weather.