Market Update: April 28, 2023
The stress in the financial sector has not receded. But earnings so far, are coming in better than expected for the first quarter of 2023.
Market Update: April 21, 2023
Mixed signals continue to baffle market strategists as the market awaits clear direction from either the bulls or the bears.
Market Update: April 14, 2023
Inflation eases, banking failures subside, and recession fears ease. But the odds of more rate hikes continue to increase.
Market Update: March 31, 2023
Bank failures, high inflation, possible recession… Yet the S&P 500 is actually showing fairly strong price action. What’s going on?
Market Update: March 17, 2023
Continued volatility in the banking industry caused by a new bank failure and a rush to stabilize the regional banking industry. What is the Bank Term Funding Program and what did that do to the Federal Reserve Balance Sheet?
Market Update: March 10, 2023
Silicon Valley Bank nears total collapse. The first sign of serious breakage in the economy since the Federal Reserve began the tightening cycle.
Market Update: February 24, 2023
Stocks are still expensive and now rising bond yields are causing disruptions in valuations.
Market Update: February 17, 2023
Is inflation actually receding? Latest readings indicate inflation may remain stubbornly high throughout 2023.
Market Update: February 10, 2023
The turbulent journey of oil prices between 2020 and today. Have the oil markets finally stabilized?