News & Article

Category: Quarterly Reports

2020 Q1 Market Review

After a very strong 2019 and a generally optimistic outlook going into 2020 due to the partial resolution of trade tensions with China, the global economy experienced several unexpected shocks in the first quarter of this year.

2019 Q3 Report

Q3 Market Notes Inverted Yield Curve – different this time? The yield curve inverted again in the third quarter, with the yield on 10-year U.S.

2019 Q2 Report

Q2 Market Notes THE STORY WAS INTEREST RATES The story of the quarter was the story of interest rates and the U.S. Federal Reserve. In

2019 Q1 Report

Q1 Market Notes The first quarter opened with global stock markets rallying. U.S. equities posted the strongest January returns in 30 years, as the S&P

2018 Q4 Report | Outlook for 2019

Q4 Market Notes The fourth quarter of 2018 was decidedly different in many ways from the previous two quarters. U.S. stocks—which had generated strong performance

Quarterly Reports
Q2 2018: Beautiful Growth

Steady But Sometimes Volatile, Where Will The Market Grow? During the quarter—May 3rd, to be exact—the Kilauea volcano on The Big Island of Hawaii began