Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Markets enjoyed a well-received holiday-shortened week last week, with equities up 1.5% and 10-year Treasuries dropping 10bps to yield 3.7%. Last week’s most important news pertained to the Fed minutes from their recent November policy meeting, which confirmed market expectations for a 50bps..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Back in 2020 when the global economy was shutting down due to Covid-19, governments and central banks around the world stepped-up with unprecedented stimulus to deal with the looming recession. We had never turned-off the economy before, so trillions upon trillions of dollars were pushed out. By..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
The big news last week was, of course, the FOMC meeting. The meeting ended with rates at 4% after the fourth consecutive 75 bp hike and paved the way for a new phase of the current tightening cycle— less aggressive hikes but with a higher endpoint. At the post-meeting press conference, Chair..
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