Cresset’s Equity Market Scenarios for 2022
06.09.22 2022 has been very busy so far. Equities are off to one of their worst starts […]
Biggest US Bank Issues Economic Hurricane Warning
06.02.22: When the CEO of America’s largest bank says “brace yourself” for an economic “hurricane,” investors should […]
The Market’s Bottom Depends on Credit Conditions
05.24.22: 2022 has been a remarkable year so far; not in a good way. The equity market […]
Hunting for Safe Havens but Coming Up Short
05.18.2022: Faced with multi-decade record inflation pressure and a hawkish central bank, equity markets are off to […]
The S&P Appears to be Nearing its Bottom; Big Tech is Further to Fall
05.11.2022: Nasdaq stocks have been on a wild run. For the three years ending in 2021, the […]
Digging Beneath the Surface of the Market Yields Opportunities
05.04.22 The S&P 500 has shed about 12% of its value this year, led by a drubbing […]
Taking Stock of Stocks as Q1 Earnings Roll Out
04.26.2022: Equity markets have been having trouble digesting the prospect of higher interest rates as they come […]
Does the Plunging Japanese Yen Present Risk, or Opportunity?
04.21.22: Economies are like battleships: they tend to move slowly and deliberately. Abrupt directional changes, in markets […]
Key Cresset Metric Suggests CPI Is Peaking Now
04.12.2022: For most of the past decade, equity bulls viewed equity valuations through a bond market lens, […]
What Do Higher Interest Rates Mean for Equities?
04.06.2022: The 10-year Treasury yield broke through 2.6 per cent this morning on hawkish Fed comments, leaving […]
Why Real Estate Is an Inflation Hedge
03.30.2022: Consumers, investors and business owners are bracing for an inflationary future. Bond investors have ratcheted up […]
What Price Will We Pay To Restore Price Stability?
03.23.2022: Over the last decade, central banks and equity investors had it all: low interest rates, robust […]
Rate Hike #1: Should Investors Be Cheering?
03.17.2022: As expected, Chairman Powell’s Federal Open Market Committee raised rates by a quarter point on Wednesday […]
Globalization 40 Years On: Adjustment, Not Reversal
03.15.2022: War, crude oil price shocks and sharply higher inflation: history appears to be repeating itself or, […]
The Costs of Isolating Russia
03.02.2022: Russia’s invasion of Ukraine, representing Europe’s worst security crisis since World War II, has sparked global […]
The Canary Died
02.22.2022: The credit spread metric is our canary in a coal mine. Credit conditions – the availability […]