Category: Market Commentary
Mar
20
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Markets in a Minute: Japan’s Transition Out of the Lost Decades
Why Hike Now?: Wages For most of the last 30 years, prices in Japan have grown at a rate below 2%. Then, like many countries...
Mar
12
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Money with Murphy: 4th Quarter Earnings Season
Corporate earnings grew by 4% compared to the previous year, with nearly 75% of companies reporting earnings that were better than expected. While those beat...
Mar
6
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Markets in a Minute: Supply Chain Disruptions, Again?
Beginning in the early days of Covid, supply chains around the world became snarled, making it difficult to find everything from couches to computer chips...
Feb
21
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January Market Commentary
Stocks generally ended January higher, except for the small caps of the Russell 2000. Each benchmark index listed below ended January higher, except the small...
Sep
18
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August Market Commentary
August was a tough month for stocks, with the major benchmark indexes ending the month lower. Investors tried to decipher mixed economic data throughout the...
Aug
30
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July Market Commentary
Stocks performed well in July, as major benchmark indexes recorded significant gains. Despite the interest rate rise, the stock market and the economy have shown...
Jul
20
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June Market Commentary
As of mid-2023, we’ve seen a rebound in the equity markets. However, a narrow list of mega tech sector names propelled by recent artificial intelligence...
Jun
23
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May Commentary
The debt ceiling “crisis” generated significant market angst amongst the public… yet again. It’s a political game of chicken where both sides assure the public,...
May
11
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April Commentary
The Federal Reserve has released a postmortem on the failure of Silicon Valley Bank (SVB). The report points to mismanagement, supervisory failures, and a digital-era...
Apr
24
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March Market Commentary
Wall Street proved resilient during 2023’s first quarter, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. The quarter began...
