Market Update 10/30/24: What Is the Bond Market Telling Us?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations September 18 was a pivotal […]
Market Update 10/23/24: Do Elections Affect Markets?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations In a fraught fortnight, Americans […]
Market Update 10/16/2024: Q3 2024 Earnings Season in Perspective
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Third-quarter 2024 earnings season is […]
Market Update 10/10/24: Gold’s Value as a Hedge
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Gold has gotten a lot […]
Market Update 10/2/2024: Implications of China’s Stimulus Package
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates.
Market Update 9/25/24: Mixed Signals from the Bond Market
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Chairman Powell and the Federal […]
Market Update 9/18/24: Regime Change for the Dollar
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations The US Dollar Index recently […]
Market Update 9/11/24: US Labor Market Data Suggests a Quarter-Point Cut
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Last Friday’s US jobs report […]
Market Update 9/4/24: Consumers Hold the Keys to Recession or Soft Landing
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments: The US economy sits at […]
Market Update 8/28/24: Stock and Bond Markets Feast on Fed Easing
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments: The Federal Reserve is expected […]
Market Update 8/21/24: Inflation Is the Price of Populism
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments: The 2024 US presidential election […]
Market Update 8/13/24: Does the US Economy Need an Emergency Rate Cut?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments: Last week, global financial markets […]
Market Update 8/5/24: Anatomy of a Pullback
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments Global stock markets tumbled amid […]
Market Update 7/30/24: Big Week Ahead for Big Tech
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments This week is set to […]
Market Update 7/26/24: Can the Fed Cut Rates in a Strong Economy?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments Just as Fed officials and […]
Market Update 7/17/24: Anticipating Fed Easing
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments Confronted by spiraling price increases […]