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Macro Commentary
Macro Commentary
May 01 - 20255 min readCarrots, Sticks, and Shaken Confidence
With continuing policy uncertainty, no one has clarity of what is coming over the next month, let alone the next decade. This creates a dangerous environment, yet also one that can offer opportunity....
Macro Commentary
Apr 01 - 20255 min readThe Pivot Is Coming
The market seems primed for more volatility in the coming months. Will this allow longer-term investors to enter into positions at attractive levels?...
Macro Commentary
Mar 04 - 20254 min readThe Uncertainty Principle
Was February the month markets finally began to push back against Trump 2.0? To say the world hasn’t been its usual self for the last while is a massive understatement....
Macro Commentary
Feb 04 - 20254 min readTrump, Tariffs, and Turmoil: What Investors Should Know
One month into 2025, positive news about equity markets and earnings season has been tempered by looming concerns over tariffs. The only certainty is that there will be uncertainty....
Macro Commentary
Jan 02 - 20255 min readNew Year, New Market
Much like a surprise holiday guest, December’s market shift was uninvited. Learn how Powell's comments at the FOMC meeting caused a bit of chaos to close the year. ...
Macro Commentary
Apr 01 - 20245 min readResilient Markets and Tempering Expectations
As always, the market will ‘do what makes the most people wrong.’ Looking back at strategy reports from a few months ago, the consensus for the year was notably muted. Most had been expecting single-digit equity returns and a more cautious economic outlook. ...
Macro Commentary
Mar 01 - 20245 min readThe Elusive Broad Market Rally
The more things change, the more they stay the same. Apparently, two months ago, the calendar flipped in December to begin a new year; however, looking at financial markets, you could be forgiven for thinking that 2023 has just continued into its 15th month....
Macro Commentary
Feb 05 - 20244 min read