Weekly Market Commentary

March 20, 2023

The Markets  Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional protections for depositors, and regulators took a harder look at bank balance sheets.1  “For much of...

March 13, 2023

The Markets  Thrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent. If economic data continues to come in hot, he said, then it’s likely the Fed will raise rates higher than...

March 6, 2023

The Markets  Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition.  Bond yields have been moving higher in anticipation of the Federal Reserve raising rates again. For a...

February 27, 2023

The Markets  Is it good news or bad news? The answer depends on your perspective. Last week, we learned that: Consumer sentiment is at its highest level in more than a year. Consumers are feeling better about current economic conditions and the future. That said, the...

February 20, 2023

The Markets  Brace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023. For example: Inflation didn’t fall as fast as expected. Last week, the Consumer Price Index showed inflation...

February 13, 2023

The Markets  This time may be different...or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the United States economy. Economists have differing opinions about whether the country is headed for: A recession,...

February 6, 2023

The Markets What do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common? Author and humorist Twain was prematurely reported to be dead. It first happened in 1897. Twain was on a speaking tour in London when rumors that he had fallen...

January 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...

January 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...

January 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....

Fresh Commentary Each Week

The Weekly Market Commentary (WMC) contains timely information including a brief re-cap of market activity, often a perspective from history, a thought-provoking insight, and an interesting quote. It is one more way that we keep our friends and clients informed.

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* The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general.

* The DJ Global ex US is an unmanaged group of non-U.S. securities designed to reflect the performance of the global equity securities that have readily available prices.

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