2104, 2023

Market Update: April 21, 2023

Mixed signals continue to baffle market strategists as the market awaits clear direction from either the bulls or the bears.

1404, 2023

Market Update: April 14, 2023

Inflation eases, banking failures subside, and recession fears ease. But the odds of more rate hikes continue to increase.

3103, 2023

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?

1703, 2023

Market Update: March 17, 2023

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?

1003, 2023

Market Update: March 10, 2023

Silicon Valley Bank nears total collapse. The first sign of serious breakage in the economy since the Federal Reserve began the tightening cycle.

302, 2023

Market Update: February 3, 2023

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?

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