It’s been a long, quiet period between earnings reports and that silence has provided the backdrop for a host of other topics to reign supreme. However, corporate earnings reports will start flooding in this week and by the end of next week we should have a pretty good… More >>
Bank failures, ground wars in Europe, inflation, rising interest rates, and the impending doom of a recession. It’s enough to make any investor want to run for cover. This is the time where you, as an investor, and us, as your guide, tend to find friction in our… More >>
The gap between the Fed’s interest rate trajectory and what investors believe is still fairly wide. 1
However, recent macroeconomic data may have moved investors and the Fed a bit closer together.
The 236,000 jobs added to the U.S. economy in March provided some relief… More >>
Q1 ended with reasonably strong equity performance across various indexes. 1
Take a look at how we see the coming quarter by clicking on this link to our Q2 2023 Look Ahead.
While U.S. corporate earnings expectations are negative for Q2; equity performance,… More >>