Blog

Archives for May, 2017

  1. May 22, 2017

    Usually, when discussing macroeconomic trends, we focus on fiscal or monetary policy, taxes, or political risks both domestically and abroad. However, we often don’t spend enough time discussing inflation.  Inflation has a significant impact on equity investments.  Take… More >>

  2. May 15, 2017

    It seems that the European Union (EU) is breathing a bit more easily now that centrist candidate Emmanuel Macron has won the French presidency in last weekend’s election. Macron’s pro-EU stand will likely help strengthen the EU as a whole, which will likely put the… More >>

  3. May 8, 2017

    The strength of the latest jobs report continues the trend in the U.S. labor force.  In April 2017, the U.S. economy added 211,000 more jobs.  Hospitality/leisure, professional and business services along with healthcare showed solid growth. [i] The unemployment rate… More >>

  4. May 1, 2017

    Economically speaking, the first quarter of 2017 was simply uneventful.  First quarter 2017 GDP growth was nothing shy of anemic.  In fact, it seems to go hand in hand with the frail upward trend of economic recovery following the 2008 financial crisis. During the first… More >>