The "Economic & Market Review" is produced by the Investment Consulting Services group of Deloitte. This newsletter is presented to provide perspective and context within which to evaluate your portfolio performance, as well as a forward look at the questions, events and circumstances that may impact performance in the quarter ahead.
In this issue:

• The age of transformation
• The de-leveraging of America
• The credit debacle spreads out
• The oil price shock
• Oil and the consumer
• The high price of expensive oil
• Dollar remains under pressure
• U.S. Elections
• Growth vs. value performance
• Sector performance
• Foreign market performance
• Commodities
  

Watch Deloitte Chief Economist Carl Steidtmann’s presentation of the quarterly update by viewing the media file or read the full report in PDF format attached below.