
Volatility Returns
Market volatility has increased since 2021, but markets experience more volatility than you’d expect. How have previous markets faired under such activity?
Market volatility has increased since 2021, but markets experience more volatility than you’d expect. How have previous markets faired under such activity?
Our expectation is that the economy will behave in 2022 largely as it did in 2021, with some important caveats.
With the Fed and the Market in contention, which side will win?
Is the market defying gravity, or are there reasons to expect a year-end rally?
The Fed made no announcements about tapering purchasing programs at Jackson Hole. When will it finally happen? And how will markets react?
Earnings Pop, Delta variant may be peaking, and conventional valuation metrics still extended