What To Fear From Tariffs
Friday’s market plunge capped off a bearish week and most likely the worst quarter since 2022. Tariffs are the news headline, and the Mag 7 are the biggest drag on the index price declines. This week, we’ll add the employment data to the list of big market concerns. However, what should we, as active investors,
What To Fear From Tariffs
Friday’s market plunge capped off a bearish week and most likely the worst quarter since 2022. Tariffs are the news headline, and the Mag 7 are the biggest drag on the index price declines. This week, we’ll add the employment data to the list of big market concerns. However, what should we, as active investors,
Did the Market Bottom or Just Bounce?
Last Wednesday, Fed Chair Powell delivered the best news he’s presented on a FOMC day since last July, as measured by the market’s reaction. This is illustrated in the chart below. Was the Fed really bullish? Interestingly, the data that the Fed presented wouldn’t normally be what you’d expect to spur both stocks and bonds
Did the Market Bottom or Just Bounce?
Last Wednesday, Fed Chair Powell delivered the best news he’s presented on a FOMC day since last July, as measured by the market’s reaction. This is illustrated in the chart below. Was the Fed really bullish? Interestingly, the data that the Fed presented wouldn’t normally be what you’d expect to spur both stocks and bonds
What’s Needed to Fix This Bull Market?
Last week, the S&P 500 joined the Nasdaq 100, earning the designation of being in a “Correction” by declining 10% from the high. It’s tempting to look for reasons to believe that the market is near the bottom, but first, let’s look at the big-picture conditions that created this situation. If we look at the
What’s Needed to Fix This Bull Market?
Last week, the S&P 500 joined the Nasdaq 100, earning the designation of being in a “Correction” by declining 10% from the high. It’s tempting to look for reasons to believe that the market is near the bottom, but first, let’s look at the big-picture conditions that created this situation. If we look at the