Category: Thoughts on the Market

As the risks to international economic growth increase, global investors may find some good news in the Japanese equities market.  —–Transcript—– Welcome to Thoughts on the Market. I’m…

As legislators try to manage the U.S. and China’s economic relationship, outbound investors will want to keep tabs on potential policy coming down the pipeline. —–Transcript—– Welcome to Thoughts on…

As the Fed continues with aggressive policy tightening, fixed income investors may be wondering if the bond market is accurately priced and when we might see it rally.…

Talk of recession continues among investors and consumers alike, but last week saw a sharp rally in U.S. Equities. Is this just a blip or could U.S. equity markets…

Original Release on June 9th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentiment than one might think.…

Inflation has continued to surprise to the upside, causing global central banks to face a difficult choice; continue to raise rates at the risk of recession, or settle…

As inflation remains top of mind from Wall Street to the White House, policy makers continue to propose possible actions to fight inflation, but will these proposals ever…

As price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a…

With so much going on in markets, some moves that may have been hot topics against a less chaotic backdrop, such as policy shifts towards shrinking central bank…

With home prices hitting new highs and inventory hitting new lows, the differences between now and the last housing bubble may help ease investors’ worries that the market…