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Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023

Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023

by arleneadmin | Aug 28, 2023 | Research, Weekly Market Commentary

The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central bank leaders are also worth watching as investors try to perceive where rates will be in the coming months. In this piece, we discuss some of the opportunities...
Pullback Perspective | Weekly Market Commentary | August 21, 2023

Pullback Perspective | Weekly Market Commentary | August 21, 2023

by arleneadmin | Aug 21, 2023 | Research, Weekly Market Commentary

Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to absorb, especially for the heavyweight and longer-duration technology sector....
How This U.S. Debt Downgrade Is Different From 2011 | Weekly Market Commentary | August 14, 2023

How This U.S. Debt Downgrade Is Different From 2011 | Weekly Market Commentary | August 14, 2023

by arleneadmin | Aug 14, 2023 | Research, Weekly Market Commentary

It’s different this time. The four (or five) most dangerous words in investing. We’ll take the risk and use those words here as we break down the recent decision by credit rating agency Fitch to downgrade U.S. government debt to its second-highest rating, AA+ (note...
Key Earnings Season Takeaways | Weekly Market Commentary | August 7, 2023

Key Earnings Season Takeaways | Weekly Market Commentary | August 7, 2023

by arleneadmin | Aug 7, 2023 | Research, Weekly Market Commentary

Earnings season is mostly behind us with about 85% of S&P 500 companies having reported second quarter results. The high level results aren’t particularly impressive, but if we peel back the onion, the numbers are encouraging. Results and guidance probably haven’t...
  • Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
  • The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
  • What is Normal? | Weekly Market Commentary | September 5, 2023
  • Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023
  • Pullback Perspective | Weekly Market Commentary | August 21, 2023

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