Market Commentary

October 30th, 2017 - Market Commentary

Robust technology sector earnings propelled U.S. equity markets, interest rates, and commodities higher. The S&P 500 has brushed off "Washington chaos", "North Korea", "Fed rate hikes", "excessive valuations", and a weak run of economic data to post its 50th record high this year - tied for 5th most all time. [...]

October 23rd, 2017 Market Commentary

U.S. equity markets hit record highs across the board last week while we saw some weakness in the overseas equity markets. Supportive narratives included strong corporate earnings and a DC budget approval, which still requires compromise but does push talk of tax reform to the front burner. Interest rates and the U.S. dollar moved higher together on encouraging economic and fiscal news of the week. [...]

October 16th, 2017 - Market Commentary

The shortened holiday week saw equity markets post modest gains and the S&P 500 manage to strike its 44th all‐time closing high ‐ on pace for 56 on the year which would rank third all‐time in terms of number of record closing highs. [...]

October 2nd, 2017 - Market Commentary

Last week wrapped up the month and the quarter with most attention now looking forward to the kickoff of third quarter earnings season and whether the home stretch of 2017 will deliver any notable policy initiatives. One significant U.S. policy objective stepped forward last week with the administration releasing its tax reform package while healthcare reform looks to be off the table for now. Interest rates moved higher on continued encouraging economic releases and news of FOMC chair candidate Kevin Warsh, a notable hawk, getting serious consideration. [...]

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