Jun 27, 2022 | Insights
QUICK RECAP Markets had their third positive week in the last 13. Gains were highest in the unusual trio of Health Care, Real Estate and Consumer Discretionary. Commodities fell along with rates as recession fears increased. KEY POINTS The S&P 500 Index closed on...
Jun 13, 2022 | Insights
QUICK RECAP Markets had a tough week. Target and Intel made negative announcements. Later in the week the CPI number came in at the highest level since 1981 and consumer sentiment plummeted. Recession fears are rising. KEY TALKING POINTS The S&P 500 closed at...
May 17, 2022 | Insights
MARKETS RECAP Last week was another dramatic and volatile one. A higher-than-expected inflation reading Wednesday spooked markets, but an even bigger sell-off occurred on Thursday when the S&P 500 briefly dipped to lows below 3,860. On Friday, markets recovered...
May 6, 2022 | Insights
KEY POINTS FROM TODAY’S JOB REPORT Labour market conditions remain robust. A solid 428,000 gain in non-farm payroll employment in April (consensus forecast was 380,000) illustrates that the Fed was right to ignore the misleading contraction in first-quarter GDP....
Apr 22, 2022 | Insights
The following are my thoughts about events unfolding in Russo/Ukraine and their potential market impacts: I thought from the beginning that Putin miscalculated his campaign, expecting a quick walk-in to Kyiv. I believe Putin to be very smart. However, I am a student...
Apr 21, 2022 | Insights
“The war between Russia and Ukraine and the global response to the conflict are evolving rapidly, with the trajectories of economic growth and financial-market performance being significantly altered from just a month ago. Although we continue to think that the most...
