Monthly Market Monitor – January 2018

MONTHLY MARKET MONITOR FEBRUARY 2018

Attached is the Monthly Market Monitor put out by Eaton Vance (through the end of January). Note that any return numbers do not account for trading at the beginning of this month.

Below are three charts related to our discussion in this week’s meeting

Below are three charts related to our discussion in this week’s meeting.

U.S. Treasury Yield Curve has flattened relative to 12 months ago

Earnings growth is high on a global scale

Breakdown of Global GDP (Dominated by U.S. and China)