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Market Outlooks
Weekly Market Compass: Some ‘silver linings’ I see in markets today
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Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.
Market Outlooks
Weekly Market Compass: Key metrics to watch in April
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The world is opening up in many places, and I have had the good fortune of more travel and interaction with clients.
Market Outlooks
Weekly Market Compass: Market FAQ: The yield curve, inflation, stock volatility and more
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From the US Treasury yield curve, to stock market volatility, to China’s COVID response – I’m getting a lot of questions from clients about what conclusions we can draw from the daily deluge of data that investors have to contend with.
Market Outlooks
Weekly Market Compass: The Fed is talking tough, but will it follow through?
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As many of you know, I’m the mother of three teenagers.
Market Outlooks
Investment Strategy Commentary: Cryptocurrencies
Crypto is the latest “new frontier”, but it’s the technology behind it that could prove be the real proverbial gold mine.
Market Outlooks
Weekly Market Compass: Anticipating a Fed rate hike and what might come next
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Last week, I was on the road four out of five days.
Market Outlooks
Weekly Market Compass: Assessing the impact of economic sanctions on Russia
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As fighting continued in Ukraine over the weekend, a long list of countries implemented a long list of economic sanctions against Russia.
Market Outlooks
Weekly Market Compass: Economic and asset class implications of the Russia-Ukraine crisis
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As I write this, the crisis among Russia, Ukraine and the West has escalated.
Market Outlooks
Weekly Market Compass: Inflation and geopolitics increase the pressure on markets
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There’s a Billy Joel song from the 1980s that seems to capture last week rather well.
Market Outlooks
Weekly Market Compass: Europe echoes the Fed’s hawkish tone
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There was a gasp heard around the world last week, prompted by the words of Christine Lagarde, president of the European Central Bank.
Market Outlooks
Weekly Market Compass: Can the Fed reduce its massive balance sheet ‘in the background’?
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For the past several weeks, imaginations have been running wild about what the Federal Reserve will do this year to help tame rising inflation.