Market Trends & Outlook

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.

The longer the period one gets rewarded, the less risky we feel the investment becomes. Risk happens slowly and then all at once.

This week on the Trading Zone, we explore the complexities of volatility as we approach the upcoming presidential election and also the massive rebalancing in the tech center following the Nvidia hit this past week.

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.

Mean reversion is one of the most powerful and predictable phenomena inside markets.

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss May's CPI report & FOMC meeting, volatility,...