February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements
January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devasting wildfires.
December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland
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
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