Our portfolios are weathering the storm as well as could be expected due to having set aside cash across the board in September and adding to it throughout October and November. We have been getting increasingly cautious all year long – which has served our clients well.
Market Pulse
Market Notes
Market Notes
Market Notes
Market Pulse
Market Notes
Market Notes
Market Notes
Market Notes
In choppy trade so far this month, the S&P is up about 1% and is less than 1% from its all‐time high
achieved on January 26th, 2018. The 10‐year treasury yield has fallen 3.7% to 2.84%. The dollar is the
major story with the index hitting a high of 96.98 breaking out to a new 52‐week high and causing
commodities to apparently crash in price.
Market Notes
Market Notes
Market Notes
Market Notes
Market Notes
All eyes are on trade talks this week with the G7 meetings coming up in Charlevoix, Quebec, Canada on Friday and Saturday. The press is coining it the “G6 + the United States”. Given the current state of geo-politics, this meeting could produce some market moving tweets!
