Monthly Economic & Market Update

Monthly Economic & Market Update


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Much has been made of President Trump’s expectation to implement his pro-growth agenda, which certainly contributed to the run-up in equities starting immediately after the election.  However, recent market strength seems to result more from positive corporate earnings than anything else, which, on balance, is…

Market Commentary

Market Commentary


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US large caps ( 1.4%) and US small caps ( 1.1%) managed to bounce back from last week’s debacle of the Trump – Russian “collusion”. Europe (-0.3%) wasn’t so sanguine, as Trump’s visit to NATO was akin to a landlord showing up to collect overdue…