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Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Market Update: Global Equities Rise on Central Bank Meetings, Australia May Hike Rate This Week
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The ECB, Fed and Bank of England all increased their rates last week. The Reserve Bank of Australia is expected to raise rate by 0.25%.
Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
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With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.
Market Outlooks
Weekly Market Update: US Stocks Lead Global Equity Decline, US Debt Ceiling Talks May Spur Volatility
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Stocks in Europe and China this year are providing support. After the U.S. government hit its debt ceiling last week, investors may face volatility with potentially tense political negotiations.
Policy and Regulatory Commentary
Can the Current Debt Limit Crisis Be Solved?
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The U.S. government hit its statutory debt limit last week. No need to panic yet — the Treasury Department is undertaking “extraordinary measures” that will keep the United States from defaulting on its obligations for a few months.
Market Outlooks
Yields Fall on Signs of Lower Inflation, US Report Expected to Show Slowing Inflation
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Government bond yields in the U.S. and Germany fell last week while stocks rose. U.S. Consumer Price Index year-over-year inflation for December is expected to fall from November.