Market Commentary

Our market commentary highlights our current views and analysis of global stock, bond, and commodity markets.

Q2 Economic/Market Commentary – Inflation, Growth, Interest Rates – All Higher for Longer

Broad stock market rallies were a welcome sight at the start of the year, with the S&P 500 Index climbing 6.18% during the month of January.  Bonds, in contrast to much of 2022, also gained value.  Inflation slowly came down, although the Federal Reserve emphasized the continued need for higher interest rates to bring both …

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Updates on the Economy, Stocks, Inflation, and Interest Rates

The stock market, as measured by the S&P 500, is currently down for its 8th week in a row, falling close to 20% year-to-date.  The main reason for the decline is that investors are nervous about whether the economy is heading into a recession.  Specifically, they are worried that the Federal Reserve, in its fight …

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