Cresset Weekly Market Update | Where Do We Go From Here?

Where Do We Go from Here?

Jack Ablin Market Commentary

We believe one of the best ways to assess current market conditions is through Cresset’s Five Macro Factors: valuation, economic backdrop, liquidity, psychology and momentum. These gauges offer a useful …

Cresset’s Five Themes for 2021

Jack Ablin Market Commentary

2021_Five_Themes_Jack_Ablin_ from Cresset on Vimeo. Cresset’s Five Themes for 2021 YOLO spending will pressure prices The Fed flinches Valuation is stretched, but opportunities remain Investor optimism could lead to disappointment …

Cresset - Year in Review - 2020 - The Year of the Black Swans

The Year of the Black Swans

Jack Ablin Market Commentary

2020 is a year we don’t like to think about, but it will be a year we’ll never forget. 2020 was defined by the arrival of a bevy of black …

'46' in '21

’46’ in ’21

Jack Ablin Market Commentary

Now that President-elect Biden has presumptively captured the White House, Americans in general and investors in particular are anticipating what 2021 might bring. Former Vice President Biden will be 78 …

The Biggest Financial Risk

The Biggest Financial Risk

Jack Ablin Market Commentary

Say what you will about the policy implications of the election, the most vital financial risk facing the markets is higher interest rates. Since the early 1980s, monetary policy has …