“This [Moody’s downgrade] is more of a shot across the bow for those investors that are getting complacent within this space”

by Marketing | Aug 11, 2023 | Market Notes, Media Notes

Analysis-Moody’s warning on US banks a wake-up call for sanguine investors

“The unemployment rate is one of the lowest readings in decades, however, the labor economy is strong and it will likely keep the Fed on their toes”

by Marketing | Aug 8, 2023 | Market Notes, Media Notes

Jobs Report Shows Pace of Hiring Slowed in July: What the Experts Are Saying

“One of the biggest trends we’ve seen is the continued increase in the issuance amounts from Treasury”

by Marketing | Aug 8, 2023 | Market Notes, Media Notes

Rising Treasury yields spooked the stock market. Now, a key test lies ahead

“There remains some hardware headwinds, which may give us a read on the overall consumer right now”

by Marketing | Aug 5, 2023 | Market Notes, Media Notes

FirstFT: Apple and Amazon results highlight contrasting fortunes

“Debt has become so expensive to a point where the debt is more expensive than the cap rates on a lot of these properties that they’re [homebuilder companies] trying to buy”

by Marketing | Jul 28, 2023 | Market Notes, Media Notes

Buy Lennar & UnitedHealth, Sell utilities: Portfolio manager’s top trades

“If you look at the absolute level, what I would say the market focuses on over longer periods of time, the US consumer remains very, very strong”

by Marketing | Jul 28, 2023 | Market Notes, Media Notes

Fed’s messaging has been consistent, but market isn’t listening: Strategist