by Brian Ursu | Jan 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...
by Brian Ursu | Jan 17, 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....
by Brian Ursu | Jan 9, 2023
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....
by Brian Ursu | Jan 3, 2023
The Markets It’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s gains. The Standard & Poor’s 500 Index, which had gained about 27 percent in 2021, dropped...
by Brian Ursu | Dec 27, 2022
The Markets What a year! In some ways, it feels as though we lived through several years in 2022. The onslaught of events included, “The first major European war since the 1990s, unprecedented sanctions, energy-price mayhem, bail-outs, global interest rates rising...
by Brian Ursu | Dec 19, 2022
The Markets Bad news is bad news, once again. For months, investors have cheered bad economic news. When the United States economy showed signs of weakness, stock markets often reflected investor enthusiasm. The thinking was that bad economic news would persuade the...
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