FOMC and Banking Failures
Tim Anderson, Managing Director at TJM Investments, discusses why, even in the wake of the second and third largest lenders to collapse in US history, the S&P 500 is still positive YTD and how a 25bps rate hike could be the most market-stabilizing action FOMC can take.
A Lot Of Volatility, Not Much Change
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners, discusses the continued volatility and why there hasn't been much big picture change.
Earnings, Outperforming Global Equities, and Employment
Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange**, discusses Q1 2023 earnings, U.S. equity performance compared to global equities, and what the latest in employment news will mean for the Fed.
Outlook As Markets Open In 2023
Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023.
September FOMC Brings Expected Rate Hike And Unexpected Market Slide
While investors and expected and saw the Fed raise interest rates 75bps after the September FOMC meeting, Powell's rhetoric in his speech afterward kicked off a major market sell off.
A History Lesson: S&P 500 to Gold Ratio
Over the past century, gold has nearly kept pace with equities, but there have been periods when equities performed much better than gold. What did those periods of equity outperformance have in common? Insights by CME Group Senior Economist, Erik Norland. Create a CME Group account: More Features, More Insights. Get quick access to tools and premium content, or customize a portfolio and set alerts to follow the market.
Market Outlook After Labor Day
Jonathan Corpina, Senior Managing Partner at Meridian Equity Partners shares his post-Labor Day Weekend market outlook.
Superlatively Busy Week for US Economy
What to look for on one of the busiest weeks of the year on the US economic calendar, with over a third of S&P 500 companies reporting Q2 earnings, FOMC's likely increase of interest rates, and the Bureau of Economic Analysis reporting their preliminary estimate for the country's Q2 GDP, which has the potential to signal the start of a technical recession in the country.
All Eyes on March FOMC Meeting
With the S&P and Dow hitting fresh highs, stock markets seem to be shrugging off some of the concerns about inflation, rising yields in the bond markets, and the threat of higher interest rates. Still, monetary policy will have a huge impact on where we go from here. Investors want guidance on how concerned the Fed really is about inflation, how long the central bank is committed to keeping interest rates near zero, and the future of its aggressive bond-buying program to the tune of $120 billion each month.