Quick Takes Investors continue to juggle the health of the banking sector, the Fed’s next move in its fight with inflation, and recession odds. But economic and earnings are sending mixed signals leaving markets in a narrow trading range thus far in April....
Quick Takes Inflation concerns, bank stress, and odds for a deep recession all faded during the week which helped stocks get back in the winning column. For the week the S&P 500 gained +0.8%, the small cap Russell 2000 rose +1.5%, and the Nasdaq Composite added...
Quick Takes Stocks ended a three-week win streak and bonds marked a three-week win streak. The S&P 500 Index slipped -0.1% and the Bloomberg US Aggregate Bond Index was up +0.5%. The stock market was closed for Good Friday, but the bond market was open for part of...
Key Points Contagion Contained. March was marked by a banking crisis that developed rapidly and seemingly disappeared almost as quickly. Within just a couple weeks the second and third largest bank failures in history occurred and the bank regulators in partnership...
Quick Takes Investors were able to put aside banking sector contagion concerns and instead focused on several indicators pointing to inflation easing. The prospects of bank troubles being contained and inflation pressures falling helped global stocks rally solidly for...
Quick Takes The fast-developing banking crisis continued to be a primary focus for investors for another week. After three mid-sized U.S. banks in just two weeks, as well as Credit Suisse being sent into the arms of its Swiss neighbor UBS, now Germany’s Deutsche Bank...
