Oil Shocks and Their Impact on the Stock Market: A Historical Overview
Oil shocks throughout history, whether caused by geopolitical conflicts or disruptions in production,...
Introduction
The ongoing Federal Reserve cycle has sparked intense debate regarding its resemblance to the 2007 and 1998 financial crises. While a definitive answer remains...
Consumer Spending: Are Consumers Tapped Out or Pushing Back?
Key Summary:
Sentiment towards the consumer and spending is about as negative as I’ve seen.
Assets...
For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential and stability. However, recent market trends are challenging the effectiveness of this traditional approach.
Key Summary:
Conventional wisdom states that stocks generally struggle in periods of higher rates.
Fact: stocks generally perform above long-term averages in higher for...
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the latest in Volatility, Nvidia, CPI and Yields, and much more in the latest edition of Market Matters.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.