Jerome Powell’s January 4th speech in Atlanta was a pivotal point for financial markets. The U.S. Federal Reserve’s shift away from its tightening monetary stance turned the tide for global markets… more
The same three pillars of support (policy, earnings, economic growth) which delivered sound performance well into September showed some cracks in the fourth quarter. Tightening financial conditions, slowing economic growth, trade… more
1st Quarter 2019 Market Overview
April 23, 2019|Commentary
Jerome Powell’s January 4th speech in Atlanta was a pivotal point for financial markets. The U.S. Federal Reserve’s shift away from its tightening monetary stance turned the tide for global markets… more
4th Quarter 2018 Market Overview
January 18, 2019|Commentary
The same three pillars of support (policy, earnings, economic growth) which delivered sound performance well into September showed some cracks in the fourth quarter. Tightening financial conditions, slowing economic growth, trade… more