Market Updates
March 20, 2023
Near term, we expect more market chop and churn but want to remind investors that every crisis is also an investment opportunity. Plus the time to end quantitative tightening is fast approaching, and we have not yet seen the final spike in the Volatility Index, in our view.
March 13, 2023
The U.S. economy is at stall speed and the productivity slowdown entrenched. Plus the global purchasing power of females could expand if the right policies are put in place to create more gender parity, and consumer credit reaches platinum status.
March 6, 2023
One year into the Federal Reserve tightening cycle, it confronts a U.S. economy refusing to roll over easily. Plus high labor costs continue to eat into profits, forcing companies to curb hiring, and the $3 trillion no one is talking about.
February 27, 2023
Financial conditions have begun to tighten again, raising the odds of a 2023 recession. Plus some consequences of the war in Ukraine for financial markets one year on, and sustainable investing trends to watch in 2023.
