Latest Thoughts
The post-pandemic economy is treating people very differently, creating a headache for central bankers. ...
It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. ...
Last week was a pivotal one for markets, with the S&P 500 coming off of a 3% weekly decline the week before. ...
Last week was a pivotal one for markets, with the S&P 500 coming off of a 3% weekly decline the week before. ...
Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. ...
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. ...
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). ...
The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data-and future earnings forecasts-to ascertain a share price that will hold up to analyst and media scrutiny coupled with overall market dynamics. ...
The difference between strategic and tactical investment time horizons can be likened to the ebb and flow of tidal patterns in the oceans. ...
It seems like we just can't stop talking about central banks. ...
Bullion broke new ground last week after rallying to a record high. ...
Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. ...
After a brief lull in 2023, buyback activity appears to be back this year. ...
As the Federal Reserve (Fed) continues with its Quantitative Tightening (QT) program, questions abound regarding the Treasury Department's expanding funding needs. ...
A positive January has historically been a bullish sign for stocks. ...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it's natural for investors to worry that valuations have become over-extended. ...
Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. ...
Fourth quarter earnings season kicked off last week, and markets were generally left wanting more. ...
As China emerged a year ago from the shadow of the stringent zero COVID-19 related measures that all but shut down its economy for over two years, much was expected in terms of its economic growth prospects. ...
To say 2023 was challenging may be an understatement. ...