Within previous articles, I’ve written about these three subjects in depth, and offered my thoughts on how these and other factors were contributing to market volatility. Given the historic drawdown we experienced at the beginning of the year, many people are asking if these forces have abated, or worsened, and how might these factor into the remainder of the year?

These are great questions, and yes, I have some updated thoughts on each of these matters that I can share with our readers. So, let’s take these one at a time, and let’s begin with the Federal Reserve.