Wednesday, November 7, 2018
2018 Q3 Investor Quarterly Market Commentary and Investment Perspectives
Greetings,
The third calendar quarter of 2018 saw a more marked divergence in global economic and market conditions than had been seen in prior quarters, as several factors we will address in this Report have led to a “decoupling” of the U.S. economy, and its debt and equity markets from the “globally synchronized expansions” of both we’ve observed in the prior six to eight quarters.
