Market Commentary. May 2022 Interest rates hikes should help curb inflation, but how does that impact the economy? As a result of these projected interest rate hikes, some fear a recession starting as early as this year. And these fears have put pressure on the…READ MORE
Uncertainty persists, but equities markets are expected to rise and unemployment to continue to fall January’s selloff appears to have been an overreaction. We believe economic and earnings growth should sustain the current bull market, despite tighter monetary policy. But earnings will take on greater…READ MORE
Peak growth may be behind us, but markets may continue upward We believe the bulk of the restart-fueled earnings surge is behind us, and a moderation of earnings growth into next year is to be expected. The restart can only take place once. Yet companies…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… What an incredible time to be alive! We stand just five weeks [as of 11/25/2019] from the end of a decade that saw prosperity spread far and wide. Some don’t…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… A near-term recession looks unlikely. Capital markets have embraced a less-bearish outlook for the global economy in recent weeks, with global equities reaching a 20-month high in most places and…READ MORE
