This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.
As companies continue to grapple with higher costs associated with commodities and transportation, there is certainly chatter in the boardrooms around cost-saving strategies in order to preserve sales and margins.
This is a short follow up to our September commentary, “Emerging Markets are Undervalued.”
There is increasing chatter in the markets relating to a confluence of events that could lead to the reversal of our currently benign credit environment.
A highly anticipated earnings season is underway as equity markets balance an economic recovery that has been slowed by the delta variant with stretched valuations that need continued earnings growth to be supported at these levels.
Autumn often ushers in a period of heightened volatility for stocks and September statistically is the worst month for the market.
Over the past few years, we’ve written about trends in small businesses based on the National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends.
It has been tough to say anything nice about the municipal market over the last year and a half. Consistent inflows into bond funds have held ratios on municipals near historic lows.
Entering the part of the year where lucid and docile moves often elope for a couple of months and leave uncertainty and volatility to have their way.
It seems like the S&P 500 has been hitting a new all-time-high every week this year. Of course, it hasn’t, but it’s come pretty close.
In navigating the depths of the COVID-19 crisis and the Great Shutdown, policymakers took historic measures to prevent a lingering economic hole the size of the Grand Canyon.