“[Following the collapse of the SVB’s stock], bank stocks remained under pressure from “risk-off sentiment” and questions about systemic risks to the industry”

by Marketing | Mar 10, 2023 | Market Notes, Media Notes

Silicon Valley Bank scrambles to reassure clients after 60% stock wipe-out       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“In light of recent retail sales earnings, if I was a U.S. retail CFO, I’d want to have the most conservative guide possible”

by Marketing | Feb 23, 2023 | Market Notes, Media Notes

‘Stubborn’ food inflation leaves U.S. shoppers with slim appetite for other goods       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this...

“Investors will probably need some hand holding to see a future for profits”

by Marketing | Jan 27, 2023 | Market Notes, Media Notes

Goldman Sachs CEO touts bank performance as some investors balk     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“Fundamentally, investors are starting to recognize the valuation of staples as a whole, which trade at a 25% premium to historical averages”

by Marketing | Jan 21, 2023 | Market Notes, Media Notes

U.S. consumer staples stocks limp after solid performance in 2022     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“It is likely that rates will continue to climb higher as the market sort of digests this huge supply of Treasuries that now is being put onto the private sector”

by Marketing | Dec 28, 2022 | Market Notes, Media Notes

TREASURIES-U.S. yields climb as investors gauge Fed path while China reopens     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...