Economic & Market Report: Warning Signs

The latest reading on monthly inflation came in hot once again on Wednesday. Predictably and understandably, both stocks and bonds did not like the news. While concerns about the latest CPI report may be overdone, some broader market signals may be suggesting that the longer trend of easing inflationary pressures may be at increasing risk. Hot, hot, hot . . … Read More

Economic & Market Report: Worth Its Weight In Gold

When thinking about diversification, investor minds often focus on the relationship between stocks and bonds.  But a variety of other asset classes also exist.  One such category is gold. Quarter century winner. Suppose you were presented with the following question: “what between U.S. stocks and gold has been the best performing investment category over the past 25 years?”  Understandably, the … Read More

Economic & Market Report: Winners & Contrarians

A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday season what segments of the markets have been winning thus far, and what areas of the market may have been left behind and offering potential opportunity depending on how events unfold in the weeks ahead.

A Few Highlights from 2023

As the year draws to a close and we prepare for our 2024 Economic & Market Outlook in the week ahead (on January 2), we take a break from our regular investment coverage (the Santa Claus Rally is still rocking with the S&P 500 within 38 points of a new all-time high and the 10-Year U.S. Treasury yield dipping below 3.8%) to wish everyone a Happy New Year and to express our sincere thanks for a great 2023.