The latest reading on monthly inflation came in hot once again on Wednesday. Predictably and understandably, both stocks and bonds did not like the news. While concerns about the latest CPI report may be overdone, some broader market signals may be suggesting that the longer trend of easing inflationary pressures may be at increasing risk. Hot, hot, hot . . …
Economic & Market Report: Worth Its Weight In Gold
When thinking about diversification, investor minds often focus on the relationship between stocks and bonds. But a variety of other asset classes also exist. One such category is gold. Quarter century winner. Suppose you were presented with the following question: “what between U.S. stocks and gold has been the best performing investment category over the past 25 years?” Understandably, the …
Economic & Market Report: Winners & Contrarians
A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday season what segments of the markets have been winning thus far, and what areas of the market may have been left behind and offering potential opportunity depending on how events unfold in the weeks ahead.
Economic & Market Report: Setting The Bar
A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and bonds.
Economic & Market Report: Giddy Yap, Let’s Go
Christmas came early to capital markets on Wednesday. The U.S. Federal Reserve emerged from its latest Open Market Committee meeting on Wednesday with good tidings for investors, sharing tales that inflation continues to come down and labor markets coming into balance.