NEWS & INSIGHTS

December 4, 2023

MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

Jeffrey Roach, PhD, Chief Economist
Lawrence Gillum, CFA, Chief Fixed Income Strategist

Opportunities abound in the markets, even during periods when the economy appears ripe for a regime shift. Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we examine potential opportunities amid a rotation in housing, buying patterns, and inflation.

December 4, 2023

MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

ANATOMY OF A MARKET RALLY

November 20, 2023

IS THE STOCK MARKET CORRECTION OVER?

November 13, 2023

CAN MUNI INVESTORS CATCH A BREAK? WE THINK SO

November 6, 2023

CAN SOMETHING GOOD COME FROM A CRISIS

October 23, 2023

EARNINGS HOPE TO KEEP THIS ONE-YEAR-OLD BULL MARKET GOING

October 16, 2023

HIGHER FOR LONGER – UPDATING OUR TREASURY FORECAST

October 9, 2023

PROSPECTS FOR A FOURTH QUARTER RALLY

October 3, 2023

IS INDIA THE NEW CHINA?

September 15, 2023

BUY JAPAN, HOLD U.S., SELL EUROPE

September 18, 2023

THE GROWING LIST – AND POLITICIZATION OF BRICS AND FRIENDS

September 11, 2023

WHAT IS NORMAL?

September 5, 2023

LESSONS LEARNED FROM THE GRAND TETONS

August 28, 2023

PULLBACK PERSPECTIVE

August 21, 2023

HOW THIS U.S. DEBT DOWNGRADE IS DIFFERENT FROM 2011

August 14, 2023

KEY EARNINGS SEASON TAKEAWAYS

August 7, 2023

A CLOUDY OUTLOOK MAKES FOR CHOPPY MARKETS

July 31, 2023

EARNINGS NEED TO DO SOME HEAVY LIFTING TO KEEP THIS RALLY GOING

July 17, 2023

NEW BULL MAY NEED A BREATHER

June 26, 2023

MARKET RESPONSES TO FED (IN)ACTION

June 20, 2023

FOMC PREVIEW: SKIP, PAUSE, OR HIKE?

June 12, 2023

CLOSING OUT OUR EQUITIES OVERWEIGHT

June 5, 2023

WILL HISTORY RHYME? A FED PAUSE HAS BEEN GOOD FOR FIXED INCOME

May 22, 2023

EARNINGS UPDATE: BETTER THAN FEARED

May 15, 2023

KING DOLLAR STILL RULES

May 8, 2023

SELL IN MAY

May 1, 2023

DRAINING THE LIFEBLOOD OF THE ECONOMY

April 24, 2023

A CLOSER LOOK AT COMMERICAL REAL ESTATE

April 17, 2023

WHO IS RIGHT, FED OR MARKETS?

April 3, 2023

THE 36-HOUR SVB COLLAPSE AND HIERARCHY OF BLAME

March 27, 2023

WADING THROUGH FINANCIAL STABILITY RISKS: AN ACTION PLAN

March 20, 2023

LATEST EQUITY ASSET ALLOCATION VIEWS

March 13, 2023

NO LANDING = NO SENSE

March 6, 2023

DEBT CEILING PRIMER

February 27, 2023

WHAT’S CHANGED AND WHAT IT COULD MEAN

February 21, 2023

TRYING TO STICK THE LANDING

February 13, 2023

BRIGHTENING OUTLOOK FOR INTERNATIONAL EQUITIES

February 6, 2023

WILL JANUARY HIT THE TRIFECTA?

January 30, 2023

A FIESTY BULL-BEAR DEBATE

January 23, 2023

Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

HOW THIS U.S. DEBT DOWNGRADE IS
DIFFERENT FROM 2011