Summary We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted nearly two years ago are increasingly subsiding. Assuming this trend continues, this has important implications for the capital markets outlook as we move through the coming year. The impact on some asset classes may take time to materialize, while other …

This week, we had our first full week of market action in 2023.  And so far, we’ve been seeing a friendly market with mostly up days here as we begin the year.  Could it be a sign of things to come?  Maybe but I wouldn’t set my sights on that too soon because there is still a lot of “froth” …

As we begin the new year, it’s only fitting to take a step back and reflect on what was and what is to be.  Well, we all know how 2022 played out and it was quite frankly an unprecedented year in both the equity and bond markets as both trended down pretty hard all year.  Equity losses were the highest …

Happy New Year!  This week, we’ve had a bit of an up and down week in the markets as it has been trying to eke out a Santa Claus rally. One developing story that may shake things up is the news out of China about another Covid outbreak.  This is certainly not what anyone wants to hear but it is …