December 22, 2017—As we take stock of 2017, and our expectations of the year ahead, we appreciate the incredible year equity markets have had, and we find evidence that the current momentum can continue.
December 8, 2017 – The end of the year is a good time for reflection (once the shopping is done and holiday travel plans have been solidified). As we think back on what this year has meant for financial markets, we can’t help but think that 2017 will be documented—in our memories but also the record books—for the extraordinary market run and lack of volatility. U.S. large cap stocks are up +20% (total return) through the first week in December, and non-U.S.
November 30, 2017— The U.S. holiday shopping season was off to a solid start this past Thanksgiving weekend, with U.S. consumers feeling jollier than they have in recent years. While deals on Thanksgiving, Black Friday, Small Business Saturday, and Cyber Monday are watched closely by shoppers, sales data over this five-day period are scrutinized by analysts and economists for messages about what the holiday shopping season may bring for retailers.