Weekly Market Commentary September 18, 2023 The Markets Adding new ingredients to the economic blender. The performance of United States economy in 2023 has been as unexpected as a lentil-avocado-cinnamon smoothie – a tasty surprise. Last week,…
Weekly Market Commentary September 11, 2023 The Markets All the work, work, work. 2023 has been a remarkable year so far. It has, “confounded economists, humbled forecasters, and rewarded investors. Despite a rapid rise in interest rates, the U.S. economy…
Weekly Market Commentary September 05, 2023 The Markets Lowering inflation. If you’ve ever waited in traffic while the center section of a bridge lifts to allow ships and sailboats to pass underneath, you may have noticed the…
Weekly Market Commentary August 28, 2023 The Markets Becalmed. The Chinese government’s zero-COVID policy took the wind from the sails of its economy. When the government finally ended the policy earlier this year, many economists anticipated that…
Weekly Market Commentary August 21, 2023 The Markets Higher bond yields may be good for income investors – and not so good for stock markets. After more than a decade of near-zero interest rates, the “free money” era – a…
Weekly Market Commentary August 14, 2023 The Markets Consumer sentiment is a lagging indicator. It’s also a contrarian indicator. After rising sharply in June and July, consumer sentiment leveled off this month. The preliminary August reading for the University of…
Weekly Market Commentary August 07, 2023 The Markets An unwelcome surprise. Last week, Fitch Ratings startled markets by lowering the credit rating of United States Treasuries from AAA to AA+. It was the second rating agency to…
Weekly Market Commentary July 31, 2023 The Markets Central bank palooza! While music lovers attended concerts and festivals across the United States, central banks had a lollapalooza of their own. The U.S. Federal Reserve (Fed) led things…
Weekly Market Commentary July 24, 2023 The Markets Better than expected. In January of this year, the Bloomberg’s MLIV Pulse survey collected and shared investors’ expectations for stock markets. Survey participants were generally a gloomy group….
Weekly Market Commentary July 17, 2023 The Markets Disinflation was in the air! To the great relief of the Federal Reserve, the American economy has been experiencing “disinflation,” which is a slowdown in the rate of…