Market Update: March 31, 2023
Bank failures, high inflation, possible recession… Yet the S&P 500 is actually showing fairly strong price action. What’s going on?
Bank failures, high inflation, possible recession… Yet the S&P 500 is actually showing fairly strong price action. What’s going on?
Continued volatility in the banking industry caused by a new bank failure and a rush to stabilize the regional banking industry. What is the Bank Term Funding Program and what did that do to the Federal Reserve Balance Sheet?
Silicon Valley Bank nears total collapse. The first sign of serious breakage in the economy since the Federal Reserve began the tightening cycle.
Stocks are still expensive and now rising bond yields are causing disruptions in valuations.
Is inflation actually receding? Latest readings indicate inflation may remain stubbornly high throughout 2023.
The turbulent journey of oil prices between 2020 and today. Have the oil markets finally stabilized?
The Fed raises 25 basis points and the markets react. But the bond and equity markets are signaling completely different economic outcomes. Who’s right?
The market breaks through the downward trend! Is a recession still on the table? Did the Fed actually engineer a soft landing?
How bad was 2022? Let’s put it into perspective.
Big time inflation reading on Thursday! But are we out of this yet?