Ready, Set, Rate Hike
The Federal Reserve meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns.
11 Things To Know About Russia and Ukraine
Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine last night while Russian President Putin vowed to replace Ukraine’s government. What does it all mean for stocks and the economy?
All You Wanted To Know About Stock Market Corrections
2022 has been one of the worst starts to a year ever for stocks. In fact, it took the S&P 500 Index only 15 trading days to be down 10% for the year, one of the fastest ever.
Why Higher Yields And Rate Hikes Aren’t Always Bad
Two things swirling that some investors think could hurt them down the road: The idea that higher yields and rate hikes are bad. However, it might not be so simple.
Do You Believe In The Santa Claus Rally?
December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains happen in the second half of the month.
Transitory, or Non-Transitory, That is the Question
When does transitory inflation become non-transitory? That is the question that Federal Reserve Chair Jerome Powell is likely to be under increasing pressure to answer after the most recent inflation data surged past economists’ expectations.
Comparing Evergrande to Lehman
Chinese property developer Evergrande’s liquidity crisis has sparked fear and selling in Chinese property stocks over the past several weeks. Could this spark a systemic risk scenario, similar to when Lehman Brothers went under? We don’t think so
Why Stagflation Isn’t In the Cards
The term stagflation has been circulating increasingly in the financial media. This week we share a current outlook on stagflation, the misery index, and inflation.
Corporate America Does It Again
Companies blew by estimates and made strategists and analysts look silly.
Infrastructure Plan, Higher Income Taxes and Municipal Bonds
President Biden’s recently proposed $2 trillion infrastructure investment plan would, if enacted as-is—a big “if” for sure— provide much needed support to traditional infrastructure projects like roads and bridges amongst other projects. While the plan would tangentially support the municipal market through better economic growth and higher tax revenues, there could be other provisions that would impact the municipal market more directly.