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Weekly Market Commentary
What’s Changed and What It Could Mean | Weekly Market Commentary | February 21, 2023
Market relationships to interest rates have been turned upside down. And many of last year’s losers are this year’s winners, and vice versa. Here we take a look at some of the biggest changes in the market environment so far in 2023 and what those changes could mean for investors over the balance of the year.
Trying to Stick to the Landing | Weekly Market Commentary | February 13, 2023
Good market forecasts are not just about the economy and earnings—they are about what the market is pricing in. Below we share our thoughts on the potential for a soft landing, the possible role China might play in that, and whether markets are pricing in too much good news.
Brightening Outlook For International Equities | Weekly Market Commentary | February 6, 2023
The surprising resilience of core European economies and a weaker U.S. dollar added to the market’s excitement. After such strong performance in international benchmarks recently, is there enough good news still yet to come for these markets to continue to outpace the U.S.?
Will January’s Market Hit the Trifecta? The Seasonal Indicators | Weekly Market Commentary | January 30, 2023
The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month.
A Feisty Bull-Bear Debate: Weighing the Pros and Cons | Weekly Market Commentary | January 23, 2023
The latest episode of the debate between stock market bulls and bears has gotten more interesting. For every valid point from one side, there’s an equally compelling argument on the other side.