November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The
October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the
September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX,
August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the
July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple
May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different.
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