CIO Newsletter

July 2021

2nd Quarter Market Commentary and Review

We are officially half-way through 2021 and by all measures markets are weird and getting weirder.  (NB, “weird” is a term we credentialed CFA luminaries use to describe events we just can’t fully get our heads around.)  The on-going tug-of-war being played out between the markets and the US Federal Reserve has altered our expected notion of probable outcomes, replacing analysis and insight with the equivalent of dart-throwing.  It’s no small frustration on our part to have our clients fortunes at the mercy of an increasingly activist and quite possibly politically minded central bank.

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