Category: Market Commentary
Jul
20
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June Market Commentary
As of mid-2023, we’ve seen a rebound in the equity markets. However, a narrow list of mega tech sector names propelled by recent artificial intelligence...
Jun
23
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May Commentary
The debt ceiling “crisis” generated significant market angst amongst the public… yet again. It’s a political game of chicken where both sides assure the public,...
May
11
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April Commentary
The Federal Reserve has released a postmortem on the failure of Silicon Valley Bank (SVB). The report points to mismanagement, supervisory failures, and a digital-era...
Apr
24
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March Market Commentary
Wall Street proved resilient during 2023’s first quarter, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. The quarter began...
Apr
10
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The Federal Reserve vs. Inflation
Inflation looks stubbornly persistent, and the economy is more robust than expected. How much longer can the Fed stick with its current plan of attack?...
Apr
10
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January Commentary
January proved to be a bumpy ride for investors, with stocks ending higher to begin the new year, despite concerns that the economy may be...
Apr
10
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2022 Year-End Commentary
2022 began with the Federal Reserve pivoting away from an “easy money” policy because they believed inflation was transitory, to rapidly tightening monetary policy at...
Dec
8
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Is the Fed’s Glass Half Empty?
Wall Street ended November ahead of where it began the month adding to October’s strong rally off the Sept. 30 lows. The Dow Jones Industrials...
Nov
14
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Peak Hawkishness, Peak Inflation, Is the Bottom In?
Major equity indexes rallied throughout October after etching lows for the year at the close of September. The divergence in index performance was significant, with...
Oct
12
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Q3 Market Commentary
Uncertainty regarding the course of inflation, interest rates, and economic growth have raised havoc in the markets. Stocks and bonds delivered a third consecutive negative...
