by arleneadmin | Apr 22, 2024 | Research, Weekly Market Commentary
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, have underpinned the change in expectations. Yields have reacted...
by arleneadmin | Apr 15, 2024 | Research, Weekly Market Commentary
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger...
by arleneadmin | Apr 8, 2024 | Research, Weekly Market Commentary
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 in terms of growth and drivers, with mega cap technology leading the...
by arleneadmin | Apr 1, 2024 | Research, Weekly Market Commentary
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 that will hold up to analyst and media scrutiny...
by arleneadmin | Mar 25, 2024 | Research, Weekly Market Commentary
The difference between strategic and tactical investment time horizons can be likened to the ebb and flow of tidal patterns in oceans. Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to...
