Blog

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: US economic data was mixed as positives from robust consumer spending and the stabilizing US housing markets was

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The moderate pace of economic growth during the fourth quarter of last year spilled over into the first

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The US economy continued down the path of slow but steady growth.  A string of economic reports showed

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Recent economic data displayed underlying strength in consumer spending.  US households increased spending against a backdrop of solid

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The economy showed a mixed bag of data in January as the nation’s industrial sector has been in

We write to you on the heels of one of the worst winter snow storms on record which impacted approximately one third of U.S. residents.  First and foremost, our thoughts go out to all those dealing with the aftermath of this deadly storm.  It feels like just last month given

Consensus forecasts, including our own, are for financial markets to offer below historical level market returns over the mid-term (next 5-7 years).  This year has been an example of this theme with the S&P 500 up 3.4% and the Barclays Aggregate bond index up 0.68% through November 20th. With this

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: U.S. economic activity gained momentum driven by strong consumer and business demand even as weak global sales held

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The pace of growth in the US economy cooled in September as the rising US dollar constrained business

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Second quarter growth was stronger than first reported on larger gains in consumer and business spending and a

Recent Market Sell-Off Comments The recent sell-off started in China with concerns about economic growth rates and the impact China slowing may have on the rest of the global economy.  The immediate impact was on commodity driven economies and commodity assets but the selling pressure has moved from emerging markets