One More Hike and Then a Pause?
April 4, 2023
Global financial markets have moved past the shock from the abrupt failure of Silicon Valley Bank and a few other banks as well as the
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Global financial markets have moved past the shock from the abrupt failure of Silicon Valley Bank and a few other banks as well as the
The key economic question for 2023 is whether central banks will be able to bring down inflation to acceptable levels without a recession. Beyond the
Risk assets attempted to rebound last week from deeply oversold levels on hopes that central banks will soon tone down their hawkish rhetoric. Equities started
Given the extraordinary downside volatility affecting both equity and bond prices this past quarter, we felt an early commentary might be appreciated. We’ll cut to
Investor attention has pivoted over the past few weeks from the war in Ukraine back to the accelerated unwinding of global monetary accommodation. While the
Monetary and fiscal policies certainly helped jump-start the current economic expansion—as is customary in the aftermath of every recession. But expansions also become self-sustaining, which
Equity markets have been struggling with a number of short-term risk factors. None at this point (hopefully) seem to threaten the big-picture outlook of a
A host of factors have recently been pressuring the stock market. The S&P 500 Index has nearly doubled from its bear-market low in March 2020,
Over the last year, we witnessed policymakers’ experiment with ways to force the economy out of its steepest dive since the Great Depression, applying massive
2020 will go down in history as a year we all wish we could forget, but never will. The unprecedented coronavirus pandemic changed everything. While
When the world entered the throes of the sharp recession in the spring, we expected a sharp rebound followed by a gradual and choppy economic
Stock prices have roared back strongly through the second quarter, as investors grew increasingly optimistic over prospects for economic reopening and the unprecedented monetary policy
The U.S. economy is in free-fall, perhaps headed for its deepest recession of the post-war era. Typically, recessions are necessary to corrects that build up
In a few short weeks, the financial markets in the US have experienced their fastest decline in history as CoViD-19 was officially elevated to a
Following a near bear market to close out 2018, the S&P 500 posted its best year since 2013. Although the market traded at compelling valuations
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