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 […]
Market Update 7/10/24: S&P 500 Index H1 Recap and H2 Outlook
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Judgments S&P 500 First Half Recap […]
What the Debate Said to the Markets
07.02.2024 President Joe Biden’s poor performance in the debate last week carries implications for both the Democratic […]
Market Outlook: 6/26/24 – Second Half (2H) 2024
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. 06.26.2024 The S&P 500 is on track […]
The Portfolio Implications of Populism
06.20.2024 The recent European Parliament election results carry political and economic ramifications across Europe, particularly in France, […]
Are Equity Investors Shrugging Off the Fed?
6.12.2024 The monetary narrative has boomeranged over the last six months. Last October, stock and bond investors […]
International False Signals
6.5.2024 US large caps, thanks to a favorable blend of fiscal and monetary stimulus, dollar strength and […]
Consumers Make a K-Turn
5.30.2024 It’s been more than four years since the COVID-19 outbreak and worldwide shutdown, which drove a […]
Bubble. Bubble?
5.22.2024 Since the financial crisis, US fiscal and monetary policymakers have infused the economy and markets with […]