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Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index...
2023   MARKET OUTLOOK

2023   MARKET OUTLOOK

2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it. If 2022 was about recognizing imbalances that had built in the economy and...
2023   MARKET OUTLOOK

DECEMBER DOWN BUT NOT OUT

Despite the S&P 500 Index starting December with five consecutive days of losses, we think December is down but not out. December often starts slow but historically has been a strong month. There are also some potentially supportive seasonal patterns ahead, such...
Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

PLAYBOOK FOR A FED PIVOT

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile...
Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

HOW MIDTERM ELECTIONS MAY MOVE MARKETS

Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the Senate is roughly a tossup. We believe either outcome would be marketfriendly, although the bigger market driver will likely be central banks’...
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