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.
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?
Looking Forward to 2022
Our expectation is that the economy will behave in 2022 largely as it did in 2021, with some important caveats.