July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may…
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May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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July Recap and August Outlook July marked the best month for the markets since November 2020. What happened, after the rout of the first half? Some ideas: It’s a bear market rally sparked by better-than-expected…
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May Recap and June Outlook The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The…
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April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption…
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March Recap and April Outlook Ukraine’s fierce response to and subsequent repulsion of Russian troops surprised everyone, not least Vladimir Putin. As March came to a close, negotiations were beginning to be more realistic, and…
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February Recap and March Outlook February opened with a strong January employment number as the Bureau of Labor Statistics reported an increase of 467,000 jobs. Instead of reassuring markets after a rough ride in January,…
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