Market Insights

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

The Fed announced it is moving up the timetable for a rate increase from 2024 to 2023, sparking concerns that the Fed may be raising rates too soon.