“Industry Perspectives” 1Q 2018

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Download our latest "Industry Perspectives"


Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
April 2018


Clay Brethour, President

The U.S. stock market started off January with a bang, rallying to new records daily. However, in February, volatility was reintroduced to investors at a level not seen since 2015. After nearly 9 years since the great financial crisis of 2008, the jitteriness of the aging bull market seemed to be looking for any excuse for a sell off, and the talk of a potential tariff war was enough to send the market down, with wide intra-day swings.

In this latest Industry Perspectives, we discuss:

  • After a strong start to 2018, volatility was reintroduced into the markets.
  • Rising interest rates, effects from the 2017 tax reform, and U.S. / international trade tariff discussions are major market disruptors.
  • Short-term volatility is just the beginning and could intensify as other central banks reduce their easy money policies.

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