Perspective
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
First Quarter 2019: The Decade Long Economic Expansion
Fourth Quarter 2018: A Tale of Two Equity Markets
Third Quarter 2018: The Fiscal Policy Roller Coaster and the Record Bull Market
Recent Perspective
Is Capitalism Back?
At this writing, the current economic expansion is the longest in U.S. history -- greater than ten years and counting. Looking at traditional business cycles, this expansion is not only a record but one that has been characterized by low inflation, low unemployment and low interest rates.
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