Weekly Market Commentary for 1/30/2023

Weekly Market Commentary for 1/30/2023

The Markets The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation. As a result, their employees may not be able to maintain the standards of living they had before inflation...
Weekly Market Commentary 1/23/2023

Weekly Market Commentary 1/23/2023

The Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last week. We’ve certainly seen a shift in investors’ preferences during the first few weeks of this year. Despite...
Weekly Market Commentary for 1/16/2023

Weekly Market Commentary for 1/16/2023

The Markets Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers – have strong opinions about what will happen in 2023. Some are bullish....
Weekly Market Commentary for 1/10/23

Weekly Market Commentary for 1/10/23

The Markets It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate dropped to 3.5 percent in December. (It was 3.7 percent in November.) That brought U.S....