Consumer confidence has dropped sharply, primarily from what we see as temporary factors.
January’s reports painted a picture of a solid economy struggling with global uncertainty.
The February client letter discusses positive developments in the economy and markets in January.
Stocks posted their best January in more than 30 years after a historically bad December.
The Federal Reserve (Fed) just delivered a widely expected but important monetary policy decision.
The Fed’s signals on future policy in this week’s meeting will be especially telling.
We expect the Fed to pause interest rate hikes this week.
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications.
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