Market Commentary

Economic consensus has (grudgingly) accepted soft landing as the base case outcome and that the Fed has achieved its policy

The second half of the year poses many of the same challenges to start 2023. Inflation remains sticky, and the

Market valuations are approaching the upper end of the 10-year trailing average and much of this year’s market advance has

Outsized gains from a handful of stocks, namely mega-cap technology and consumer growth stocks, are driving the broader indices

The metaphorical Wall of Worry is transforming into a “Ceiling” of sorts as the global economy may have hit multiple

Near-term headwinds are easing, but the turning point may only come when the Fed decides a rate-cutting cycle is necessary

The first quarter of 2023 is now in the books and can be somewhat bluntly characterized by two extremes in

The events that led to this past week’s market sell-off, especially in U.S. bank stocks, reminded investors of the lagged

The launch of ChatGPT in November 2022 has kicked off a new gold rush in futuretech, namely the buildout of artificial intelligence