Category: Market Perspectives

Market Perspectives

Our Market Perspectives begins with a check-in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and  maximum employment. Last week, economic data provided information about both. Inflation continued to increase Price stability means ensuring the prices of goods…

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The economy is slowing, but still moving sums up the current state of affairs.  Before we dive into today’s Market Perspective, we want thank you for entrusting us as your wealth advisor and investment manager. We are  honored by your choice and remain grateful to be part of your financial…

Market Perspectives

U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT? U.S. equity markets wrapped up the week mixed, as the tech-laden NASDAQ (+1.6%) outpaced the large-cap S&P 500 (+0.6%) and smaller-cap Russell 2000 (+0.7%) heading into the holiday weekend The mega-cap…

market-perspective

The initial phase of the economic restart has been quicker than expected, evidenced by the recent IMF’s upgrade to its global growth outlook. Yes, we have seen a rise in Covid-19 infections, but fatalities and hospitalizations have abated and a severe second wave seems less of a concern versus a…

market-perspective

A Consequential Election The U.S. Presidential election is expected to have big implications for markets – fiscal stimulus, public investment, taxation, regulation, and foreign affairs. We anticipate markets focusing on presidential debates, U.S. consumer confidence and employment numbers later this week. This time around, the U.S. election has a backdrop…

market-perspective

Stocks enjoy another banner week amid elevated risks. Second-quarter earnings data was destined to be catastrophic. However, corporate earnings have been better than many feared, leading to rising investor sentiment and stock prices. The downside, on the other hand, markets may have already priced in many of the positives. In…

market-perspective

Over the last few weeks, the European Union’s massive fiscal plan and expectations of additional stimulus in the U.S. seems to be effective in raising the hopes of investors. Still, upside in stocks was limited amid continued signs the economic recovery may be stalling – likely due to stalled progress…