Opportunities Ahead
In a year where the S&P 500 and high-quality bonds down, past experiences are dampening the thoughts of future potential. We explore the long-term implications of potential outcomes, which are overwhelmingly positive.
Recession?
Recession or no recession, it’s clear that economic growth is slowing. Despite that, markets have shown resiliency over the past few weeks. Will it continue?
Is the Market Correction Over or Not?
After reaching this year’s lowest values, on May 19th, the S&P 500 staged a nice bounce back rally. Can we expect it to continue into the future?
Markets Continue to Grapple with Uncertainty
The year 2022 has had the worst start of any year in both the S&P 500 and the Barclays US Bond Aggregate. Can the Fed step in to right the ship?
Inverted Expectations
We’re seeing a yield curve inversion that hasn’t happened since 2019 and is a reliable predictor of recession. What does it mean to you?
Financial Consequences of War
The immediate financial impact of the Russia-Ukraine war on the U.S. and international community has been through energy and currency markets, which could have long-lasting and far-reaching consequences.