January 2018 Update image
Monthly Commentary For the first time ever, the Philadelphia Eagles are the Super Bowl champions! What a phenomenal game and as a long time Eagles fan, it was a joy to watch and couldn't be more happy for the entire organization. The US stock market charged higher in January but started to stumble at the end of the month and into February as the tax benefits were digested. The Fed kept rates unchanged in a surprise move as Yellen departs and Powell takes the reigns. The Fed is worried about the potential for inflation to increase this year and have included my own thoughts about this below. Mnunchin is all for a weaker dollar and stated this publicly at Davos. ...
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