Quarterly Insights
Each quarter we provide an overview of the global financial marketplace and a future outlook on the market’s potential.
Recent Insights
Q4 2020 – “New Year, New Outlook for the Country”
The impact of the COVID-19 pandemic has been widespread, affecting all aspects of the economy and government. However, during the post vaccination period, we believe pent-up demand for virtually everything outside the home will provide a springboard for a dramatic economic recovery in the 2nd half of 2021.
Q2 2020 – “The Return to a ‘New Normal'”
In response to the economic devastation from the COVID-19 pandemic, the avalanche of grants, loans, and government stimulus provided to businesses and individuals, has been unprecedented.
Q1 2020 – “Coronavirus Dominates Global Discussion”
We believe the recently approved coronavirus stimulus package combined with the Federal Reserve’s ability and willingness to print trillions of dollars should help cushion a longer and steeper downturn.
Q4 2019 – “Ending the Decade with a Strong Finish”
For the first time in U.S. history, the U.S. economy started and ended an entire decade without a recession. While the market vacillated between risk-on and risk-off at various times throughout the year, in the end stocks and bonds had an extraordinary run in 2019, posting their biggest simultaneous gains in over two decades.
Q3 2019 – “U.S. – China Trade War Continues to Lead Market Discussions”
The ongoing market volatility from an abundance of changing data points (oil prices, U.S.-China trade dispute, and interest rates) has introduced additional market risk.
Q2 2019 – “Trade Deals and Central Bank Rate Policies Continue to Influence the Bull Market Run”
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. While we do not believe a recession is imminent, the markets are at an inflection point.
Q1 2019 – “How the Markets Came Stampeding Back in 2019″
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. While we do not believe a recession is imminent, the markets are at an inflection point.
Q4 2018 – “2018 Ended on a Sour Note – How Will 2019 Begin?”
Worries about rising interest rates, the continuing trade friction between the U.S. and China, and geopolitical tensions tempered risk appetites among investors in the 4th quarter. What events will trigger markets to move up or down in 2019?