The markets had a nice bounce-back in February, as the S&P 500 returned a 3.10% gain.  There has been a steady improvement in U.S. manufacturing production, and corporate earnings are actually starting to come from revenue growth, and not just simply from cutting costs and jobs. The economic recovery overseas has been more fragmented, which has led to a strengthening U.S. dollar. With a patchy economic recovery underway, some of the focus begins to turn to the global financial stimulus injected over the past few years, and potential “exit strategies” to lessen government deficits and reduce potential inflation down the road.   

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