Tag: Predictions

Markets – August 2018

Investors successfully compartmentalized favorable US economic and earnings reports from a seemingly growing list of macro-risks, while a thaw in European Union (EU)/US trade talks provided hope that trade wars would not go global, producing a modest bounce in international equities.

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POSTED IN: Market Perspectives

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Markets – April 2018

Following February’s market gyrations, which saw inflation fears exacerbated by the unwinding of ill-fated short-volatility strategies, March promised to be a month of rest and recovery as global growth was plateauing at a high level and the monthly employment report presented a remarkable combination of strong employment growth, higher workforce participation and little sign of wage pressures. In addition, North Korea tensions eased while NAFTA and South Korean trade talks advanced smartly.

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POSTED IN: Market Perspectives

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On Watch – December 2013

In this issue:
“Ladies and Gentlemen…Bets Please” by Bruce L. Swanson, PhD
“Functional Investment Committees” by D. Fort Flowers, Jr., CFA

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POSTED IN: Governance, Investments, On Watch

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