April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected,
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