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HOME
ABOUT GRASSI
Peter T. Grassi
Peter E. Grassi
Katie Leung
Kathrine Hatch
CLIENTS
PROCESS
SERVICES
Strategy
Performance
Portfolio Construction
NEWS
GET IN TOUCH
CLIENT LOGIN
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GRASSI INVESTMENT OUTLOOK
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July 6, 2022
The Long View
Given the extraordinary downside volatility affecting both equity and bond prices this past quarter, we felt an early...
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May 2, 2022
War and Inflation = A Nasty Cocktail
Investor attention has pivoted over the past few weeks from the war in Ukraine back to the accelerated...
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January 17, 2022
2022 Outlook?
Monetary and fiscal policies certainly helped jump-start the current economic expansion—as is customary in the aftermath of every...
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October 14, 2021
Significant Crosscurrents Prior to Q3 Earnings
Equity markets have been struggling with a number of short-term risk factors. None at this point (hopefully) seem...
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July 1, 2021
A Correction Is Healthy
A host of factors have recently been pressuring the stock market. The S&P 500 Index has nearly doubled...
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April 1, 2021
The Reopening
Over the last year, we witnessed policymakers’ experiment with ways to force the economy out of its steepest...
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January 1, 2021
Thank God It’s 2021
2020 will go down in history as a year we all wish we could forget, but never will....
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October 1, 2020
Choppy Waters Lie Ahead
When the world entered the throes of the sharp recession in the spring, we expected a sharp rebound...
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July 1, 2020
A Cautious Outlook
Stock prices have roared back strongly through the second quarter, as investors grew increasingly optimistic over prospects for...
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April 1, 2020
Recession Created by Bugs
The U.S. economy is in free-fall, perhaps headed for its deepest recession of the post-war era. Typically, recessions...
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March 16, 2020
Our Perspective on Recent Volatility
In a few short weeks, the financial markets in the US have experienced their fastest decline in history...
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January 1, 2020
Earnings vs Politics
Following a near bear market to close out 2018, the S&P 500 posted its best year since 2013....
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October 1, 2019
Muddy Waters Ahead
The third quarter began with a continuation of market strength as trade war tensions seemed to deescalate following...
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July 1, 2019
A Spoonful of Fear Keeps the Bull Market Healthy
Heading into the 2nd quarter’s earnings season, corporate profitability proved better than anticipated, and markets continued to climb higher...
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April 1, 2019
A Pause in an Upward Trend
Stocks continued to rebound following the volatile end to 2018, cautiously climbing a wall of worry as equities...
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January 1, 2019
Outlook is Constructive
When it comes to the stock market, December proved to be anything but merry. It was the worst...
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October 1, 2018
A Needed Correction
Since the Great Recession, investors have gotten used to very low interest rates and extremely accommodative monetary policy....
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July 1, 2018
Markets vs Trade Tensions
Rising trade tensions, new tariffs and protectionist threats are threatening the upside potential of both stock prices and...
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April 1, 2018
International Events vs Earnings
Investor attention remains focused on trade issues. Tensions eased somewhat last week, as Chinese officials indicated they may...
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January 1, 2018
A Cautious Continuation in 2018
The year began with a sense of political turmoil coming from Washington. The news included President Trump’s latest...
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