A monthly column on topics that matter.
Fed hikes are (probably) done. Now what?
It’s not official yet, but it sure seems likely that Jerome Powell and the Federal Reserve have reached the end of their rate-hiking cycle.
Stock rally raises the bar for earnings
Stocks offered cold comfort to investors last year, but equity markets have begun to thaw as inflation pressures slowly subside and the Fed inches closer to the end of its rate-hiking cycle.
Rising rates, bank failures weigh on investors’ psyche
Psychology can have a much greater influence on financial markets than one might expect.
Despite Fed’s best punch, U.S. economy still standing
The U.S. Federal Reserve has come a long way since its chairman, Jerome Powell, dismissed inflation as “transitory” nearly three years ago. To their credit, Powell and the Fed governors eventually confronted that massive miscalculation and have spent the last
Value stocks still valuable after strong year
It was a long time coming for value stocks. The Russell 1000 Value index fell 10% in 2022 compared to a 19.4% drop for the S&P 500 and a 30% loss for the Russell 1000 Growth index. Yes, it was
Believe it or not, inflation has a bright side
None of us need to be reminded of high inflation or the laundry list of challenges that come with it. While the latest Consumer Price Index (CPI) has fallen to 7.1%, the cost-of-living for Americans is still increasing at the
Bond funds have never looked so bad
Imagine the following scenario: A husband and wife sit down with their financial adviser for a regular review meeting. The discussion includes a summary of recent performance, during which the adviser informs the couple that they have lost nearly 15%
History suggests stocks approaching a bottom
We can’t tell you exactly when the stock market will hit bottom. We can, however, offer several reasons why you should feel confident equities are further along in the bottoming process than many would lead you to believe. Before we
The battle against inflation rages on, but it’s worthwhile despite the pain
The battle against inflation is taking casualties. Inflation eats into every family’s discretionary income. It is an obvious hurdle for the stock market. It is also an inevitable part of longer-term economic cycles. So, while it’s OK to grit your