by Dan Zalipski, CFA & Scott Rosenquist, CFA
Investors over the past month have done their best to sort through the headlines and their potential impacts on the markets. The North Korean summit was cancelled, and then happened. Trade ‘wars’ were called off only to be back on days later. Italy flirted with crisis when two populist parties struggled to form a coalition government. With all this commotion, the U.S. markets moved higher over the past month on the back of favorable economic data and solid corporate earnings.