What began as a news item in a Chinese city about the size of the ‘Chicago Tri-State’ metro area is
What began as a news item in a Chinese city about the size of the ‘Chicago Tri-State’ metro area is
Happy New Year (and Decade)! The financial press is hailing 2019 as one of the best ever for global stocks.
Last quarter’s commentary claimed that “it’s been quite some time since the Federal Reserve’s (Fed’s) monetary policy held such sway
It’s been quite some time since the Federal Reserve’s (the Fed’s) monetary policy held such sway over the near-term performance
It would be hard to imagine a more perfect reversal of late 2018’s declines than we saw in the gains
Happy New Year! With the U.S. economy clearly ‘downshifting’ into a period of slowing and slower economic growth, global stock
In a quarter where interest rates, inflation and the dollar all rose slightly and where the sounds of trade war
After celebrating the major effects of the recent tax cut for most of the quarter, the U.S. stock market reacted
After going in one direction for the past few years (stocks up; interest rates down), 2018’s first quarter reminded us
Happy New Year! There are two possible framings for 2017: 1) Expectations again proved to be the air that markets breathe
We experienced a solid quarter with strong investment gains across markets the world over and are also seeing evidence that
If the second quarter of 2017 were to be summed up with the title of a classic novel, it would