A Closer Look At The Stock Market Sell Off
The selloff continued on Tuesday, with the S&P 500 Index down 7.8% in the usually bullish month of April. With three days to go, this could go down as the worst April since a 9.0% drop in 1970.
What to Watch This Earnings Season
Earnings will be key to the path for stocks the rest of the year given that we believe valuation expansion will be tough to come by with higher interest rates and stubbornly high inflation.
Will Rising Mortgage Rates Squash the Housing Market?
The historic spike in mortgage rates instigated chatter across the country that the housing market is a bubble that will soon pop. However, we don’t believe headwinds from higher rates will fully negate the tailwinds of low inventory, pandemic reshuffling, and positive demographics.
April 1st employment report was no joke: the labor market is tightening
The U.S. economy added 431,000 jobs in March and February job estimates were revised higher, pushing the 3 month average gain to 562,000. Unemployment ticked down to 3.6 percent, indicating a tightening labor market.
Do Core Bonds Still Deserve a Spot in a Diversified Asset Allocation?
As painful a start to the year as it has been for equity and core fixed income investors, it doesn’t change, in our view, the argument for more conservative investors to own core bonds in a diversified portfolio.
Ready, Set, Rate Hike
The Federal Reserve meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns.
How Soon Are Rate Hikes Coming?
With inflationary pressures running higher than most central bankers are comfortable with, calls for interest rate hikes have become louder.
Fed News and Views—FOMC Meeting Minutes Released
The Federal Reserve released the meeting minutes from its January FOMC meeting and noted inflation pressures were still too high.
What Would 5 Rate Hikes Mean for Stocks?
The Federal Reserve has made a decidedly hawkish pivot, with fed funds futures now expecting five rate hikes in 2022. Today we want to take a look at other years that had a lot of rate hikes.
Federal Reserve Meeting Recap
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday and the outcome was broadly in line with the Fed’s recent hawkish shift. Read more…