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Monthly Economic Report

2015

September

  • Econ: A Macro View - September Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

August

  • Econ: A Macro View - August Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

July

  • Econ: A Macro View - July Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

June

  • Econ: A Macro View - June Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

May

  • Econ: A Macro View - May Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

April

  • Econ: A Macro View - March Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

March

  • Econ: A Macro View - March Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

February

  • Econ: A Macro View - February Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

January

  • Econ: A Macro View - January Monthly Recap
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

2014

December

  • Econ: A Macro View
  • Eurozone: Selected European Sovereign Yield Performance
  • Equities: World Market Performance
  • Commodities: Select Commodity Performance
  • Alternatives: Select Alternative Investment Index Performance

November

  • ECON: Service and manufacturing sectors trend higher
  • Global Equities: Bullish Seasonality and More Monetary Cowbell
  • Fixed Income: Japan Derailed and Energy Surprise Gives Rates a Boost
  • Alternatives: Macro Rebounds in November
  • Commodities: The OPEC announcement

October

  • ECON: Third Quarter GDP Beats
  • Global Equities: Macro Headwinds & Deflation Fears Return In Force
  • Fixed Income: Surprise, Volatility Still Exists
  • Alternatives: Event Driven Struggles in October
  • Commodities: US REITs Higher on Rate Volatility

September

  • ECON: Hesitation in the Housing Market?
  • Global Equities: Macro Headwinds & Deflation Fears Return In Force
  • Fixed Income: Gradual Yield Curve Flattening Reflects Global Themes
  • Alternatives: Macro Rebounds in Third Quarter
  • Commodities Drown in Supply

August

  • Economics: U.S. Service and Manufacturing Continue to Expand
  • Global Equities: U.S. Gets Back in the Driver's Seat as Equities Rebound
  • Fixed Income: Investors Maintain August Opinion of Bonds
  • Alternatives: Deal Breaks Mute August Returns
  • Liquid Real Assets: Don't Fight the Fed...or Richard Kinder

July

  • Economics: Expansion, Expansion, Expansion
  • Global Equities: Late Fireworks Erase July's Gains
  • Fixed Income: Rates Little Changed, Spreads Widen
  • Alternatives: Alternative Mutual Funds Outshine
  • International: Welcome Back China

June

  • Economics: Jobs, Jobs, Jobs
  • Global Equities: Global Growth Getting Back on Track
  • Fixed Income: More of the same, a rally but waiting for the tide to turn
  • Alternatives: Alternative Mutual Funds Outshine
  • International: How Low can Rates Grow?

May

  • Economics: Super Mario Goes Super Keynesian
  • Global Equities: Global Growth Set To Accelerate?
  • Fixed Income: A Rally, Really!
  • Alternatives: Equities Up, Rates Down, Trend Followers Gain
  • International: REITs Lead

April

  • Economics: Bad Weather is Behind Us
  • Global Equities: Resurgent Divergences
  • Fixed Income: How Wrong Could Everyone Be?
  • Alternatives: Negative Alpha in April
  • Liquid Real Assets: Ahead of the S&P 500 for a Second Consecutive Month

March

  • Economics:Bad Weather..Ukraine..Just Speed Bumps
  • Global Equities: Stocks Rise for Third Consecutive Quarter
  • Fixed Income: A Long and Winding Curve
  • Alternatives: Hedge Funds Come in Handy
  • Liquid Real Assets: Disease and Drought Meet Cold War Redux

February

  • Economics: Is bad weather to blame?
  • Global Equities: Developed Market Equities Still the Best Investment Alternative Amid Increased Global Turmoil
  • Fixed Income: A Russian Winter
  • Alternatives: Hedge Funds Compound January Performance
  • Liquid Real Assets: Commodities Rally

January

  • Economics: Severe Weather and Emerging Markets lead to Unfriendly Slump
  • Global Equities: Emerging Market Volatility and Broken Momentum
  • Fixed Income: The Return of the Bonds
  • Alternatives: Hedge Funds Dodge Most January Losses
  • Liquid Real Assets: A Relatively Strong Start Out of the Gate

2013

December

  • Economics: No Trouble With the Taper
  • Fixed Income: A December to Remember
  • Global Equities: 2013 Goes Out on a High Note
  • Alternatives: Beta Prevails, Again
  • Liquid Real Assets: Another Quarter In the S&P 500’s Wake

November

  • Economics: “Modest to Moderate” Growth
  • Global Equities: Tis the Season for an Eight Week Rally
  • Fixed Income: A Wobbly Fed
  • Alternatives: Quiet Month for Hedge Funds
  • Liquid Real Assets: Relative Weakness

October

  • Economics: Government Shutdown Plagues Consumer Sentiment
  • Global Equities: Risk-On as Global Growth Overshadows DC Dysfunction
  • Fixed Income: Cruz-ing to the Brink
  • Alternatives: Directional Strats Lead, Post-Resolution
  • Liquid Real Assets: What shutdown?

September

  • Economics: Ready..set..no taper?
  • Global Equities: A bumpy ride, but performance stays strong
  • Fixed Income: No Taper, No Cry
  • Alternatives: Beta Wins Out In Q3
  • Liquid Real Assets: All About the Fed

August

  • Economics: Quiet August Sees Some Improvement
  • Global Equities: Risk-On/Risk-Off, Taper-On/Taper-Off
  • Fixed Income: Seems Like It's taper Time
  • Alternatives: Absolute return Absent in August
  • Liquid Real Assets: Syrian Alarms

July

  • Economics: Steady as She Goes
  • Global Equities: As the Summer Grinds On, the Risk Heats Up
  • Fixed Income: Return of the Doves
  • Alternatives: Funds Ride Beta Rally
  • Liquid Real Assets: Helicopter Ben not Landing yet

June

  • Economics: Volatility...Enter Stage Left
  • Global Equities: Shifting Tides Drive Divergences and
    Increased Volatility
  • Fixed Income: A Little Too Much Volatility
  • Alternatives: Mixed Results For Hedge Funds
  • Liquid Real Assets: Rate Shock

May

  • Economics: Sentiment Driven Market
  • Global Equities: A Brief Pause in the Rally or a Return to Normality?
  • Fixed Income: Unease Over QE - Did Bernanke Really Say That?
  • Alternatives: Mediocre Month For Hedge Funds
  • Liquid Real Assets: Yield Plays Hit

April

  • Economics: A Stimulating April
  • Global Equities: Monetary Support and Few Alternatives
  • Fixed Income: False Start
  • Alternatives: Hedge Funds and Mutual Funds
  • Liquid Real Assets: Precious Metals Sell-off

March

  • Economics: Mixed March to End Quarter
  • Global Equities: Diverging Markets - Developed vs. Em
  • Fixed Income: Prepared for Lift Off?
  • Alternatives: Hedge Funds Fail to Keep Pace With Equity Rally
  • Liquid Real Assets: A Record Quarter for MLPs

February

  • Economics: Data Recovers Somewhat in February
  • Global Equities: Uncertainty Abounds as Policy and Politics Weigh On Markets
  • Fixed Income: Nonplussed
  • Alternatives: Tailwinds Remain Favorable
  • Liquid Real Assets: Commodity Weakness Resurfaces

January

  • Economics: Data Mixed in January
  • Global Equities: Investor Confidence Pushes Markets Higher
  • Fixed Income: Hanging In
  • Alternatives: A Positive start
  • Liquid Real Assets: MLPs Rally


2012

December

  • Economics: Housing data robust in Q4
  • Global Equities: Rally regains strength outside the US
  • Fixed Income: A banner year for Spread
  • Alternatives: A reasonably good finish to an otherwise average year
  • Liquid Real Assets: REITs extend lead

November

  • Economics: Hurricane Sandy Shakes up Data
  • Global Equities: Election Clarity and Policy Obscurity
    Dominate Markets
  • Fixed Income: Waiting For a Compromise
  • Alternatives: Muted Results in November
  • Liquid Real Assets: Rolling Toward The Fiscal Cliff

October

  • Economics: U.S. Data Improves in October
  • Global Equities: Correlations fall as earnings season kicks off
  • Fixed Income: Holding up well
  • Alternatives: October Reversals favorable for some, less so
    for others
  • Liquid Real Assets: QE also damaged by Hurricane Sandy

September

  • Economics: Data Remains Weak, But Pace of
    Disappointment Slows
  • Global Equities: Markets Rise in Liquidity Fueled Rally
  • Fixed Income: Super Mario World
  • Alternatives: A September to Remember
  • Liquid Real Assets: QE-ED Up

August

  • Economics: Pace of Disappointment Slows
  • Global Equities: Markets Climb Higher in Quiet Month
  • Fixed Income: Looking On The Bright Side
  • Alternatives: Quiet Summer Months Fade Away
  • Liquid Real Assets: Risk-On Vacation

July

  • Economics: The Economy Shows Tenative Signs Of Turning The Recent Corner
  • Global Equities: Up and Down Market Continues
  • Fixed Income: In Limbo
  • Alternatives: Favorable Backdrop Aids Hedge Fund Performance
  • Liquid Real Assets: Sell In May and Go Away Not Working Thus Far

June

  • Economics: Labor Market Deteriorates in Second Quarter
  • Global Equities: Roller Coaster Quarter
  • Fixed Income: The Case of The Missing Yield
  • Alternatives: Lackluster Returns in Q2
  • Liquid Real Assets: Risk Off

May

  • Economics: Slowdown Pressures remain in the Forefront
  • Global Equities: Dollar Rally Weighs on International Returns
  • Fixed Income: Plumbing The Depths
  • Alternatives: Finally Adding Some Value
  • Liquid Real Assets: Oil Splashdown

April

  • Economics: Disappointing April
  • Global Equities: Markets Pause As Euro Concerns Resurface
  • Fixed Income: Time For a Breather
  • Alternatives: Ho Hum Month for Alternative Strategies
  • Liquid Real Assets: Safety Back Envogue For a Month

March

  • Economics: Stability and Improvement in 2012
  • Global Equities: Strongest First Quarter in 14 Years
  • Fixed Income: All Hail The Fed
  • Alternatives: Risk Seeking Appetite Sends Hedge Funds in Search of Opportunity
  • Liquid Real Assets: REITs Catch a Bid While Others Lag