Market Commentary – November 2023
Monthly Recap In the first half of the year, the stock market experienced a stellar run, primarily driven by mega-cap… Read more »
James Insights: Market Commentary
Market Commentary
4th Quarter 2023 Outlook
An Indepth Forecast Of The Year 2023 Third Quarter Recap In 2023, the stock market experienced a dramatic rise, especially… Read more »
Market Commentary – September 2023
Monthly Recap In August, stocks experienced a minor setback in comparison to the majority of 2023, as major market indices… Read more »
Market Commentary – August 2023
Monthly Recap July was a strong month for stocks. The S&P 500 Index rose by 3.2%, while the tech-heavy NASDAQ… Read more »
3rd Quarter 2023 Outlook
An Indepth Forecast Of The Year 2023 Second Quarter Recap Despite the widespread pessimism pervading the financial markets, their actual… Read more »
Market Commentary – June 2023
June 2023 Key Insights The “Debt Ceiling” debate in May had a negative impact on financial markets. The banking crisis… Read more »
Market Commentary – May 2023
May 2023 Key Insights Shift in Federal Reserve interest rate tightening expectations. Slowing inflation Banking crisis and ensuing credit tightening… Read more »
2nd Quarter 2023
An Indepth Forecast Of The Year 2023 1st Quarter Webster’s Dictionary defines volatility as “a tendency to change quickly and… Read more »
SVB’s Demise: Navigating Turbulent Markets
In this brief presentation, we aim to provide clarity on the recent default of Silicon Valley Bank (SVB), the nation’s… Read more »
Market Commentary – March 2023
March 2023 Key Insights Disconnect between the equity and bond market appreciation of the Federal Reserve interest rate path. A… Read more »
Market Commentary – February 2023
Key Insights • Disconnect between the market and Federal Reserve interest rate expectations. • Odds of a recession remain elevated… Read more »
2023 Economic Outlook
A Long-Range Economic Look at the Year 2023 The U.S. economy is currently in a late-cycle environment. The odds… Read more »
