Is more market volatility on the horizon?

Markets are rallying with this morning’s weaker-than-expected economic data dampening concerns of a prolonged journey across the monetary policy bridge.

The idea that stocks go up more often than not should not be surprising, but the fact that August tends to be a down month in the S&P 500 is a well-known phenomenon.

One asset class that may be worth paying attention to in a falling rate environment is small-cap equity as it may directly benefit from lower rates and loosening financial conditions