by David Wagner | May 1, 2023 | Blog, Market Updates
April ‘23 Market Recap: Despite elevated macro and micro uncertainty, the S&P 500 rallied 1.5% in April. Keeping with positive correlation, fixed income continues to trade in the same direction as equities. The recent sharp decline in equity market breadth also...
by David Wagner | Feb 23, 2023 | Blog, Macro Updates
I’m going to cut to the chase here – I’ve been reading a lot on the debt crisis here recently, especially after the Congressional Budget Office (“CBO”) released its latest Budget and Economic Outlook last week. This report projects the US fiscal and economic outlook...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
