As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.
As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.
Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income fund at Catalyst, provides his...
Today's much anticipated release of economic data including the Employment Cost Index (ECI) and the Fed's preferred inflation measure, the Personal Consumption Expenditure (PCE) all painted the picture of a goldilocks scenario. Inflation is abating, wages and labor market conditions are cooling, while the economy continues to grow, and spending remains resilient.
When we think about the stock market, we often assume that it moves in a linear fashion. Up or down. However, there are times of uncertainty that the market reacts like a jackrabbit – bouncing up and down, all around.
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
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