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The last two weeks have seen some significant developments to global equity markets.  Fed Chairman Jerome Powell suggested the central bank was prepared to act to sustain the economy if the trade war weakened the growth outlook.  A Friday evening Tweet from President Trump indicated that a deal with Mexico had been reached that would indefinitely suspend potential tariffs from

The month of May saw a stark reversal of the upward trend in the markets we have seen year to date.  While the market remains up over 10% YTD, the S&P 500 is 6% lower than the all-time high reached in April. In our previous newsletter we outlined the incentives in place that made the reaching of a trade agreement

On Sunday, President Trump sent an afternoon tweet that the current 10% tariffs on $200 billion worth of Chinese goods will rise 25% on this Friday; he also threatened to place another 25% on an additional $325 billion of Chinese goods “shortly”. As one would expect, the stock market did not act kindly to this news. Monday saw the market

On Wednesday the Federal Reserve announced that they would not be adjusting the federal funds rate following their latest meeting.  While the market initially responded to the announcement with a rally due to the prospect of stable rates being constructive for stocks, there was a tone of pessimism from the Federal Open Market Committee (FOMC) that caused the market to