Key Takeaways Yield curve reveals the bond market’s economic outlook Yield curve inversions often project an eventual recession Inversion doesn’t immediately end the bull market Happy April Fools’ Day! The first quarter of this year was no joking matter for …
Key Takeaways Food prices may rise if conflict lingers into planting season Russian economy dependent upon natural gas exports Russian oil ban will not cause a repeat of the 1970s Are we in the midst of a commodity super-cycle? That …
Key Takeaways A diplomatic resolution remains our base case Higher oil prices would impact the global economy Energy prices could force the Fed to be more aggressive A picture is worth a thousand words. And the satellite images and social …
Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those of …
Key Takeaways Expecting fourth quarter of +20% earnings growth Investors will take note of companies that miss estimates CEO commentary will provide critical insights for 2022 This Monday would’ve been Muhammed Ali’s 80th birthday! The Champ is regarded as one …
Key Takeaways Consumer fundamentals near or at pre-COVID peaks Macroeconomic backdrop should bolster earnings growth Historically low volatility unlikely to continue in 2022 The opening ceremony for the Winter Olympics is just four weeks away, but the athletes have spent …
Key Takeaways Must differentiate between new case count & severity Hawkish surprises with the dot plot could unsettle the markets Inflation has resulted in a few market positives Have the tables turned? The S&P 500 is just shy of its …
Key Takeaways U.S. has already taken steps to combat omicron The Fed’s quantitative easing goals have been met Inflationary pressures are starting to peak Will we have a ‘December to Remember?’ Or one we want to forget? The S&P 500 …
Key Takeaways Economic momentum will carry into 2022 Low interest rate environment a positive for equities All 11 S&P 500 sectors positive year-to-date Happy Turkey Day! For many, this will be their first holiday celebration in-person since the pandemic began—something …
Key Takeaways Must differentiate between the price level and rate of change Spending should soon shift from goods to services Many advancements made to the supply chain system Its National Young Readers Week! Whether your favorite childhood author was C.S. …
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