We aren’t fans of Hallmark holidays but markets did show us a little love on this week ending on Valentine's Day.  All eleven U.S. sectors posted gains with the overall market enjoying gains of approximately 1.5%. Developed (0.40%) and em [...]

Corporate earnings, encouraging economic reports, and some feel good trade developments overcame continued anxiety surrounding Chinese growth and coronavirus. Equity markets in the U.S. notched new record highs while interest rates backed [...]

Extreme bullish sentiment from earlier in the month took an about face in light of unquantifiable economic fallout surrounding coronavirus (‘CoV’).  Equities, commodities, and interest rates all moved lower in lockstep.  Domestic equities [...]

TL/DR:  Our “Too Long/Didn’t Read” Section of the quarterly update is proving popular, so we’re going to keep it going.  Here’s your 30-second version.  Read on to get the meat of the story! 2019 Year in Review: 2019 proved to be a great [...]

Equity markets got a touch of the coronavirus on Friday last week, dragging equity markets into the red for the week. As expected, global health concerns of this nature sparked a rally in safe haven assets including U.S. treasuries, gold, [...]

Several moving parts behaved nicely last week, providing a lift to equity markets globally. Signing of the Phase 1 trade deal, senate approval of the USMCA, encouraging economic reports, and a good start to Q4 earnings season all fell on [...]

Risk markets began the week with some carryover anxiety following the U.S.-Iran conflict but resolved in short order, providing market buoyancy enough to finish the week in positive territory, at or near record highs. Rates and the USD ed [...]