by David Wagner | Nov 2, 2022 | Blog, Market Updates
October 2022 Market Recap: The market ended the month +8.1% in October, as Q3 earnings season looks to be a complete redux of Q2 earnings season. There has been earnings weakness, but largely not as bad as feared in aggregate, while the market seems to be focused on...
by David Wagner | Oct 4, 2022 | Blog, Market Updates
Developments Over the Past Month Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....
by Joseph Sykora | Oct 3, 2022 | Blog, Market Updates
When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...
by David Wagner | Sep 5, 2022 | Blog, Market Updates
Developments Over the Past Month As the summer comes to a close, it’s worth looking back to Memorial Day for perspective. Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...
by David Wagner | Aug 1, 2022 | Blog, Market Updates
Developments Over the Past Month July 2022 Market Recap: The month of July was driven by better-than-feared earnings, economic data, and falling inflation expectations. The market spent most of June pricing in an earnings Armageddon that has yet to come to...
by David Wagner | Jul 12, 2022 | Blog, Market Updates
The market is learning that the economic cure of last year is now quickly becoming the cause for something else. The ramifications of unprecedented fiscal and monetary responses employed to combat a recession during the global pandemic should not come as a surprise to...
