by NovemAdmin | Dec 20, 2023 | Blog, commentary
The Markets Have rates peaked? Last week, at its final policy meeting for 2023, the United States Federal Reserve indicated that rates may have peaked. After the meeting, Chair Jerome Powell said: “As we approach the end of the year, it is natural to look back on the...
by NovemAdmin | Dec 14, 2023 | Blog, commentary
The Markets Still exceeding expectations. Last week, the United States Treasury market rallied. Yields fell and bond prices rose as some bond market investors enthusiastically embraced the idea that the Federal Reserve will soon change course. Michael Mackenzie and...
by NovemAdmin | Dec 6, 2023 | Blog, commentary
The Markets We’re cycling along. It’s easy to forget that economic activity tends to move in cycles. A full cycle, known as the business cycle, typically includes four stages: Contraction occurs when economic growth slows as an economy produces fewer goods and...
by NovemAdmin | Dec 4, 2023 | Blog, commentary
The Markets In November, investors were more optimistic than consumers. At the start of November, investors were decidedly bearish. During the week of November 1, the AAII Investor Sentiment Survey found that about 50 percent of respondents were pessimistic about the...
by NovemAdmin | Nov 17, 2023 | Blog, commentary
The Markets Earnings grew in the third quarter. Four times a year, during earnings season, publicly traded companies report how well they performed during the previous quarter. The strength of corporate earnings – also known as bottom-line profits – is one of the...
by NovemAdmin | Nov 8, 2023 | Blog, commentary
The Markets Will there be a year-end rally? Last week, there was a lot of speculation about whether the United States will see a year-end stock market rally. Some say yes, and some say no. For example, at Bank of America, “Chief investment strategist Michael Hartnett...