08/19/2024 Market Strategy

With many folks now looking for a cut of as much as 50 bps in September, a degree of hesitancy in the Chair’s remarks could reintroduce some volatility into the market ahead of next weekend.

08/12/2024 Market Strategy

The prior two earnings season results, like the current one, surprised to the upside with positive earnings growth countering bearish predictions of an earnings recession.

08/05/2024 Market Strategy

Last week’s equity market downdraft on back of the jobs data in our view likely provides opportunity for another rally

07/29/2024 Market Strategy

In the week ahead the markets will likely focus on economic data, Q2 S&P 500 earnings results and guidance along with the recovery from last week’s cyber security disruption…

07/22/2024 Market Strategy

In the week ahead the markets will likely focus on economic data, Q2 S&P 500 earnings results and guidance along with the recovery from last week’s cyber security disruption…

07/15/2024 Market Strategy

Shocking Events Tend Not to Deter Investors, Who We Expect Will Remain Focused on Economic and Earnings Results

07/08/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts...

07/01/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts…

06/24/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts…

06/17/2024 Market Strategy

Last week marked the 20-month anniversary of the bull market