Market Commentaries
Last Week’s Markets in Review: Will Rising Interest Rates Hurt Equities?
01-18-2022 |The second trading week of 2022 kicked off dramatically as Fed Chair Jerome Powell answered important questions on inflation and Fed Policy during Tuesday's second term confirmation hearing. On the inflation front, Chairman Powell reiterated that the Federal Reserve is better suited to address inflation by using its available tools (such as reducing monetary accommodations) rather than influencing demand.... Read More
Last Week’s Markets in Review: Top Investment Themes for 2022
01-10-2022 |2021 was also a year that saw significant stock market returns (specifically in the U.S.), excessive valuations, record-setting inflation, supply chain issues, labor supply shortages, a patient Federal Reserve, and two new variants of COVID-19. ... Read More
Last Week’s Markets in Review: Reflecting on 2021 & Preparing for 2022
01-03-2022 |By reading through all of the various developments that occurred in 2021, it would seem surprising for us to say that U.S. markets finished the year up 28.71% and global markets ended the year up 19.02%, as measured by the S&P 500 and MSCI ACWI indexes, respectively. ... Read More
Last Week’s Markets in Review: Will Market Volatility Lead To A Santa Claus Rally?
12-27-2021 |The major equity indices opened the past week with another negative session. This was a continuation of the “Risk Off” sentiment that had begun on December 16th.... Read More
Last Week’s Markets in Review: The Fed Pivots and the Markets React
12-20-2021 |Last week the spotlight was on the December meeting of the Federal Open Market Committee (“FOMC”). The Federal Reserve ("Fed") undoubtedly acknowledged the presence of inflation and inflationary pressures, made evident from this month's CPI and PPI readings and likely to be reinforced by the PCE deflator release later this week.... Read More
Last Week’s Markets in Review: Jobs, Inflation and Potential Sector Changes
12-13-2021 |On Wednesday, the Bureau of Labor Statistics released the October data JOLTs report. The most important takeaway from the report was the level of job quitters, which fell 4.7% to 4.16 million from the previously reported 4.36 million.... Read More
Last Week’s Markets in Review: Omicron News Leads to Market Volatility
12-06-2021 |The Omicron variant created market volatility from the moment it was announced, as our readers will likely recall the meaningful market move lower on Friday, November 26. ... Read More
Last Week’s Markets in Review: The Consumer this Holiday Shopping Season
11-29-2021 |Today marks Cyber Monday, a critical cog in the holiday shopping machine along with its age-old partner, Black Friday. While Black Friday dates back to the 1950s, the term Cyber Monday was coined in 2005 by a member of the National Retail Federation, and the growth in online sales since has exploded. ... Read More