Economic & Market Report: Leaves Turning Brown
The U.S. stock market continues to hold its ground as summer gradually turns to fall across capital markets. While the headline benchmark…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Economic & Market Report: Red Alert
The U.S. stock market has hit a rough patch in recent weeks. Just as notable has been the sharp rise in U.S.…
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Economic & Market Report: The Dog Days of Summer
The dog days of summer have descended on capital markets in recent weeks. Following a blistering rally that began with the government…
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Economic & Market Report: Cool Inflation Summer
The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is a renewed…
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Economic & Market Report: Strange Market Bedfellows Worth Monitoring
When monitoring capital markets, strange and unexpected relationships can exist between two market segments. Correlation without causation? Perhaps, but these bedfellows often…
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Economic & Market Report: Putting Junk to Good Use
The debate remains ongoing across the economic landscape and financial markets. Will the economy fall into recession between now and the end…
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Economic & Market Report: A Closer Look at Corporate Earnings Season
Corporate earnings season is underway once again. With the second quarter of 2023 having just drawn to a close at the end…
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Economic & Market Report: Outlook from Jackson Hole
On Wednesday, I had the opportunity to attend the GIC Teton Economic Outlook conference in Wyoming. The event brought together some of the best…
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Economic & Market Report: The Four Horses for Portfolio Gains
The outlook is strong for asset allocation portfolios heading into the second half of 2023. From a broad diversification perspective, markets are…
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Economic & Market Report: Implications of the Recession Outlook
It has arguably been the most anticipated and predicted economic recession in U.S. history. It has many of the classic trappings leading…
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