Volatility Is Back
Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. Signs of sticky inflation and a resilient economy, including a strong labor market, …
What to Watch This Earnings Season
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth …
IPOs as a Market Tell: What a Recent Uptick Could Mean
The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data — and future earnings forecasts — to ascertain a share price …
Will Santa Claus or the Grinch Show Up This Year?
‘Tis the season for the Santa Claus Rally! This historically strong seasonal period officially kicks off today and ends on the second trading day of January.
Outlook 2024: A Turning Point
We are proud to share Outlook 2024: A Turning Point — recapping where markets have been over the last half of 2023 and aiding as we position through midyear 2024.
Strong Seasonals Return After Red October
Even after a red October provided more trick than a treat for stock market investors, we continue into what has historically been one of the strongest periods for stock market …
Midyear Outlook 2023: The Path Toward Stability
Now that we are beyond the midpoint of the investing year, it is a great time to look at where we have been—in preparation for the latter half of the year.
Capital Markets: The Essence of American Capitalism
“Whether it’s originated in garages, dorm rooms, or a parent’s basement, the distinct qualities of the country’s entrepreneurial spirit persevere across sectors, and are fostered by the essence of American capitalism—our capital markets.”
Draining the Lifeblood of the Economy: The Small Business Sector
In this edition of the Weekly Market Commentary, we discuss the weakness in small businesses and what that foreshadows in the markets and the economy.
6 Things to Know About Stocks and Recessions
Yesterday, the Federal Reserve released the minutes from its March Federal Open Market Committee meeting. In the section summarizing staff projections, to the surprise of some, the staff explicitly forecasted a recession.