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Market Commentary

Markets Jumpy As Voters Wield Their Ballots & The Fed Wields Its Axe

Week Ahead Market Commentary – November 4, 2024 Spooky October Ends On A Scary Note—What’s Next? Last week, the equity and bond markets were spooked by earnings, inflation, higher interest rates, and concerns over tomorrow’s presidential election. On the last day of trading for October (a Halloween shocker!), stocks declined sharply, with the S&P 500 […]

Market Commentary

Strong Earnings Continue To Satisfy Investors, Driving Markets Higher

Week Ahead Market Commentary – October 21, 2024 Stocks March Higher Powered By Earnings We have argued that the most important factor to drive stocks prices is corporate earnings. We are early in the 3Q24 earnings season, and so far, earnings are beating expectations. Companies that are surprising to the upside are rallying, especially when […]

Market Commentary

Big Moves By Fed And China, Plus The Election, All Bode Well For Q4

Week Ahead Market Commentary – September 30, 2024 Micron & China Ignite The Markets Last week, we saw the release of a string of key economic data – including the all-important Core PCE (Personal Consumption Expenditures Price Index) – and the data is all supportive of higher equities and lower yields. But what really impacted […]

Disruption, Transformation, and the New Wealth Advisor

Podcast with Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth