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Weekly Market Commentary
India At The Crossroads | Weekly Market Commentary | June 10, 2024
Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.
Adjusting The Sector Sails | Weekly Market Commentary | June 3, 2024
To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from the conviction of former President Donald Trump. Overall, markets shrugged off political uncertainty, bad economic data was mostly taken as good news for stocks by reviving hope for interest rate cuts, while good news helped write the goldilocks narrative of economic conditions being just right.
Research
Client Letter | 2021 Brings a Fresh Start | January 7, 2021
The US economy has made tremendous progress in its recovery and is poised to continue growing despite ongoing impacts from COVID-19.
Client Letter | Outlook for 2021 | December 3, 2020
Looking forward to a new year with insights on 2021 stocks and bonds, the economy, and a post-election policy environment.
Market Watch
Recent Posts
A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.
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