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Turning the Page: A New Chapter in the Economy

| 1/18/24 9:38 AM
11 minute read

2023 was supposed to be the year of a likely recession.  That did not happen.  In fact, the U.S. economy proved remarkably resilient and global stock and bond markets were able to shake off a host of uncertainties to post strong gains for the year; unlike 2022, when virtually every asset had negative returns.

What a difference a year makes.  The 4th quarter was aided by a powerful year-end rally as U.S. stocks (S&P 500) jumped nearly..

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Investment Commentary Investments & Economy Grow

Charting a Steady Course

| 10/19/23 1:02 PM
10 minute read

After a strong first half of the year, global equities faced several headwinds in the third quarter. Oil prices surged nearly 40% between mid-June and late September; Treasury yields have pushed to new cycle highs as the Federal Reserve has maintained a restrictive policy stance, which in turn has boosted the U.S. dollar. The S & P 500 Index reached a 2023 high at the end of July, but from its intra quarter high the index declined..

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Investment Commentary Investments & Economy Grow

Where’s the Recession?

| 7/20/23 12:07 PM
10 minute read

The U.S. economy has been remarkably resilient in the face of tightening Fed policy. This was supposed to be the year of a likely recession. That has yet to happen; in fact, global equities continued to rally in the second quarter of the year, led again by surging U.S. mega-cap growth stocks. The S&P 500 index gained 6.6% in June and 8.7% in the second quarter driving its year-to-date return to 16.9%. Developed international..

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