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Are Post-election Trends Supportive for Stocks?
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Wednesday, November 23, 2022 Now that the dust has largely settled on the 2022 midterm elections, with the Democrats retaining control of the Senate and the Republicans taking a narrow majority in the House, we take a look at some of the historic market trends relating to […]
November 23, 2022
Munis: A Historically Defensive Asset Class During Economic Downturns
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, November 29, 2022 With the Federal Reserve (Fed) embarking on the most aggressive rate hiking campaign since the 1980s, the risks of an economic slowdown have increased. With inflationary pressures continuing to run hotter than the Fed would like, many Fed officials have stated they are willing […]
November 29, 2022
Does Seasonality Still Support a December Rally?
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Wednesday, November 30, 2022 As November draws to a close, many investors are looking forward to stocks delivering some holiday cheer and a potential December stock market rally. Today we take a look at what clues seasonality data may give us for stock market performance in December. […]
November 30, 2022
The Great Divide – Energy Sector & Crude Oil
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Thursday, December 1, 2022 The S&P 500 Energy Sector and West Texas Intermediate (WTI) crude oil have meaningfully decoupled over the last several months. The divergence in performance started over the summer and became more pronounced near the end of September when WTI dropped to year-to-date (YTD) […]
December 1, 2022
Job Market Remains Resilient Despite Higher Rates
Posted by Barry Gilbert, PhD, CFA, Asset Allocation Strategist Friday, December 2, 2022 The economy added 263,000 jobs in November, a decrease from October’s upwardly revised 284,000 but a large upside surprise from the pre-release consensus estimate of 200,000, highlighting the continued resilience of labor markets even as job growth continues to slow. Adding to the […]
December 2, 2022
Credit Usage Rising But No Red Flags Yet
Posted by Jeffrey J. Roach, PhD, Chief Economist Thursday, December 8, 2022 Should We Be Nervous About Rising Credit Usage? Consumers are in a pinch: inflation is high and inflation-adjusted wage growth is weak. To support spending habits, consumers are tapping into credit and savings to bridge the gap between high prices and historical spending. Consumer […]
December 8, 2022
Make or Break for the Dollar
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, December 9, 2022 Selling pressure over the last several weeks has left the U.S. Dollar Index near an inflection point. Falling interest rates have primarily been responsible for the recent decline. Prior to last month’s 5% drop (the largest since 2010), the dollar was trending sharply […]
December 9, 2022
Will Fed Chair Powell Push Back on Markets… Again?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, December 13, 2022 The Federal Reserve (Fed) is meeting this week and will likely increase short-term interest rates by 0.50% to bring the fed funds rate to 4.50% (upper bound). The 0.50% increase represents a step-down in the pace of hikes, though the cumulative increase to date […]
December 13, 2022