What We Do
It was an eventful 2nd quarter to the year coming off one of the best first quarters in recent memory. We went from trade optimism to trade pessimism and then back again a few times.
After an eventful 2nd quarter, the 3rd quarter was even more eventful. The daily updates on the trade war seem to shift the sentiment of the market on a dime.
The 4th quarter fed off of the same stories that have shaped markets all year, namely the trade war, and geopolitical concerns. The good news is that many of these issues turned more positive in the 4th quarter.