Month: September 2015

“For all of us, the appropriate policy decision is going to be data dependent and all of us will be looking at the incoming data and our opinions about the appropriate timing of normalization are likely to shift as we look at how the data evolves.” – Janet Yellen, June 2015 FOMC Press Conference “Data […]

Living in the Outlier

  • Markets
  • Charlie Bilello

The past few years can only be described as one of the most unusually serene periods in history for the U.S. equity market. While over time it began to feel normal, we have been living in the outlier. Let’s take a quick trip down memory lane. The DiMaggio Streak of Markets We’ll begin with the […]