Buckle Up, The Ride’s Not Over
Markets have taken investors on a daily roller coaster ride like we’ve not seen in years, but this is typical for late-stage bull markets.
Market Monthly
Return of the Business Cycle
The term “new normal” was coined during the rubble of the 2008-2009 great financial crisis to imply that normal business cycles were a thing of the past. Today, the business cycle is back in full force and “new normal” is a thing of the past.
2018 Outlook Edition
In this edition, we share our 2018 Outlook with you to help navigate the year ahead, but we’ll resist the temptation to make a market call.
2017 Wrap Up
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.
Tax Reform: Approaching the Finish Line!
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.
Not Too Hot, Not Too Cold
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.