Aug 30, 2023
Cash savings balances are near all-time highs. When overall trading is thin (like in August when many investors are on vacation), the market is prone to stall. After Labor Day, school will be in full swing, and most market players will be back at their desks. Will you be ready when investors are back in the driver’s...
Aug 23, 2023
Institutional investors’ biggest fears for the past two years are the impact of rising interest rates due to the Federal Reserve rate hike campaign. Now that a recession appears to be a low probability, investors new fear is if the Fed’s will resume more rate hikes if inflation appears to be heating up. Wage...
Aug 16, 2023
The stock market has taken a pause since peaking its year high on July 31. Is this the beginning of a more protracted correction or a new buying opportunity? In this Brief we unpack what’s we believe investors are doing and a strategy for...
Aug 9, 2023
Yesterday the National Federation of Independent Businesses (NFIB) release their report on the sentiment of small business owners. Although the index is still well below prior year highs, the trend has been positive for the last several months and recovering from lows reached earlier this year. Read in this issue...
Aug 2, 2023
Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These executives are evaluating the prospects of consumer spending based on their financial assessment of households. Financially...