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Debt Ceiling Primer | Weekly Market Commentary | February 27, 2023

Debt Ceiling Primer | Weekly Market Commentary | February 27, 2023

by arleneadmin | Feb 27, 2023 | Research, Weekly Market Commentary

While concerns about the debt ceiling have been increasing, markets, businesses, and the economy are likely to see only minimal impact until we are days, or maybe a few weeks, from the “x date,” the date on which the federal government will no longer be able to meet...
What’s Changed and What It Could Mean  | Weekly Market Commentary | February 21, 2023

What’s Changed and What It Could Mean | Weekly Market Commentary | February 21, 2023

by arleneadmin | Feb 21, 2023 | Research, Weekly Market Commentary

Markets have adjusted to several changes this year. The pace at which inflation has cooled is slowing. The market has started to believe the Federal Reserve’s (Fed) “higher for longer” message. The bar for earnings has been lowered. Market relationships to interest...
Trying to Stick to the Landing | Weekly Market Commentary | February 13, 2023

Trying to Stick to the Landing | Weekly Market Commentary | February 13, 2023

by arleneadmin | Feb 13, 2023 | Research, Weekly Market Commentary

Soft landing or no soft landing, that is the question, with all due respect to William Shakespeare. But while this may be the most commonly asked question these days, it may not be the most important or the toughest. That honor goes to what’s priced in. Good market...
Brightening Outlook For  International Equities | Weekly Market Commentary | February 6, 2023

Brightening Outlook For International Equities | Weekly Market Commentary | February 6, 2023

by arleneadmin | Feb 6, 2023 | Research, Weekly Market Commentary

Investors got more excited about international investing late last year. Some of that was chasing better returns, as developed international equities solidly beat the U.S. over the last three months of 2022. Some was the increased popularity of value investing as...

Recent Posts

  • Is India The New China? | Weekly Market Commentary | September 25, 2023
  • Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
  • The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
  • What is Normal? | Weekly Market Commentary | September 5, 2023
  • Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023

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