Weekly Market Update | April 21, 2017
Risk-off trades continue with a focus on European elections. Investors turned their attention to Sunday’s French presidential election and the surprise early call for a new British general election, while geopolitical events such as the Syrian war, development of the North Korea missile program, and increasingly contentious Russian relations are not far from the forefront.
View full April 21, 2017, report
Weekly Market Update | April 13, 2017
The Easter-holiday-shortened week was dominated by geopolitical events affecting fixed-income and equity markets. The United States continued deploying its arsenal in the Middle East Thursday when the U.S. military dropped its largest non-nuclear bomb on Afghanistan in an attack on the Islamic State’s position.
View full April 13, 2017, report
Weekly Market Update | April 7, 2017
The U.S. response to Syria shifted economic data to the backburner. Geopolitical concerns dominated headlines this week and, curiously, equity markets remained generally calm. In the lead up to his meeting with Chinese President Xi Jinping on Friday, President Trump commented that if necessary, the U.S. will act unilaterally on North Korea.
View full April 7, 2017, report
Weekly Market Update | March 31, 2017
Near-term fiscal policy stimulus is uncertain. Equity markets held fairly steady during the week as investors reviewed their positions in the “Trump trade” after the administration’s defeat in its first battle on Capitol Hill. Fallout from the Republican House majority’s inability to agree on an alternative healthcare plan has cast a shadow over the same caucus’s ability to pass meaningful fiscal policy stimulus this year.
View full March 31, 2017, report