May 18, 2022
What’s Causing The Selloff — And What To Do About It
Over recent weeks, investors have been shaken by the sharp selloffs across global risk assets, with the most speculative assets declining the most.
May 18, 2022
The Rebound Erodes with Corporate Profits
U.S. equity benchmarks are slipping from yesterday’s exuberant closing levels. There was a sense of negativity ahead of Fed Chair Powell’s afternoon comments, that he would squash the rally.
May 18, 2022
The Cost of Living Is Going Through The Roof
May 18, 2022
Making Sense Of The Recent Market Selloffs
Wylie Tollette joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff.
May 18, 2022
Credit Where Credit Is Due: Four Common Misconceptions in Public and Private Credit Markets
In credit markets, the dramatic declines in the investment grade and high yield bond market so far this year understandably have unnerved many investor.
May 18, 2022
Stocks Rally On May 17 As Bond Yields Surge
May 17, 2022
Investor Sentiment Towards Fed’s Pace of Tightening
May 17, 2022
Chart Advisor: More Fuel for Energy
May 16, 2022
A Good Week For The Fed
May 16, 2022
A Deep Dive On The Bond Market with Strategas
Given 2022 is the year of macro, rates and inflation as critical variables impacting all markets, this conversation with Strategas is well-timed and worth a listen.
May 16, 2022
CPI Remains High, But Commodity Prices Stabilizing
May 16, 2022
Here is the Window; Risk is to the Upside
Stocks were overdue for a bounce. That began in the final minutes Thursday and played out through much of Friday.
May 16, 2022
How Has Recent Volatility Created Better Value In Credit?
The combination of increasingly focused central banks and the invasion of Ukraine by Russia has created a perfect storm for credit markets.
May 16, 2022
Economic Update: May 16, 2022
Weekly Economic Update for the week of May 9, 2022: growth, jobs, profits, inflation, rates, risks, and investment themes.
May 16, 2022
Weekly Market Recap: May 16, 2022
May 16, 2022
Chart Advisor: Buyers Close Out The Week
May 13, 2022
WestON Recession: Rate Cycle & Bond Market Deep Dive
May 13, 2022
A Silent Seller Stalks Markets
May 13, 2022
The Great Wave of Yen Weakness
May 13, 2022
UK Economy To Shrink, But Avoid Recession For Now
A combination of a weak March handover and the Queen’s Jubilee in June is set to see the UK economy contract in the second quarter.
May 12, 2022
