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...
Quick Takes There were big inflation reports during the week, but most of the market’s attention was on the continuing drama surrounding several bank failures and what the resolutions might be to avoid further damage. One of the latest actions was a group of the...
Quick Takes The threat of rates going “higher-for-longer” has weighed down stocks and bonds over the last several weeks. And data on Friday showed the crucial U.S. services sector had its strongest activity since the summer, yet rather than fall, the S&P 500...
Key Points February Flip Flop. A seasonal slowdown, reaccelerating inflation, decelerating earnings, and a rising dollar all conspired in February to reverse some of January’s gains… which itself was a reversal of 2022 trends. Dizzy yet? Inflation...
Quick Takes The threat of rates going “higher for longer” has weighed down stocks and bonds over the last several weeks. And data on Friday showed the crucial U.S. services sector had its strongest activity since the summer, yet rather than fall, the S&P 500...
