Positive Debt Ceiling News Helps Stocks
Some equity sectors rallied last week on positive news on the debt ceiling front. The economic data was largely positive last week, but...
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Scott Poore, AIF, AWMA, APMA
- May 22
- 2 min
Fed & Treasury Nearly Hijack Markets
Equities rallied last week, but saw downward pressure on Friday after debt ceiling talks stalled and the Treasury Secretary's comments on...
Scott Poore, AIF, AWMA, APMA
- May 19
- 5 min
FOMO Or The Real Thing?
Equities have rallied this week between 1 and 3%, depending upon which market index you're tracking. Then our fearless leaders began...
Scott Poore, AIF, AWMA, APMA
- May 15
- 2 min
Markets Stuck Among Crosswinds
Markets are stuck in a holding pattern as interest rates, the debt ceiling, and banking woes keep equities tamped down. The Housing and...
Scott Poore, AIF, AWMA, APMA
- May 12
- 6 min
Markets In Holding Pattern
Markets seem to be in a holding pattern as there is still uncertainty surrounding interest rates, banking solvency, and the debt ceiling....
Scott Poore, AIF, AWMA, APMA
- May 8
- 2 min
Unexpected Move For Markets
Equities were lower for the week despite the Fed hinting at a pause in future rate hikes. First quarter corporate earnings are having...
Scott Poore, AIF, AWMA, APMA
- May 5
- 7 min
Fed Moves Markets, But In Wrong Direction
We've got an action-packed, if not strange, musings this week. The long-awaited "pause" in rate hikes by the Fed was met with a rather...
Scott Poore, AIF, AWMA, APMA
- May 1
- 2 min
Fed To Raise Rates, But What's Next?
Markets were mixed last week as tech earnings out-performed, but financial sector woes resurfaced. Overall, 53% of S&P 500 companies have...
Scott Poore, AIF, AWMA, APMA
- Apr 28
- 5 min
Jerome Powell’s War
The most recent economic data and information points to a delicate situation for the markets. Despite assurances that the Fed would...
Scott Poore, AIF, AWMA, APMA
- Apr 24
- 2 min
Hawkish Fed Speak Causes Equities To Pause
Markets were slightly lower after a week of hawkish comments by multiple Fed speakers. So far, 18% of S&P 500 companies have reported 1st...
Scott Poore, AIF, AWMA, APMA
- Apr 21
- 7 min
Hell Bent And Fancy Free
For some strange reason, the Fed appears to be "hell bent" on raising rates next month. Fed speakers have been largely hawkish in...
Scott Poore, AIF, AWMA, APMA
- Apr 14
- 6 min
Too Much Time On My Hands
One of the key elements we subscribe to when generating economic and market commentary is going where the data takes us - not trying to...
Scott Poore, AIF, AWMA, APMA
- Apr 7
- 5 min
Slice Or Hook?
Never underestimate the Fed's ability to let a good crisis go to waste. We have written a lot about recent policy mistakes by the...
Scott Poore, AIF, AWMA, APMA
- Apr 3
- 2 min
Ease In Banking Concerns
Equities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...
Scott Poore, AIF, AWMA, APMA
- Mar 31
- 5 min
The Cat's In The Cradle
There's some talk right now that the current market environment resembles a "dead cat bounce" or that we're setting up for a recession. ...
Scott Poore, AIF, AWMA, APMA
- Mar 27
- 2 min
Fed And Treasury Not On The Same Page
Markets were somewhat resilient last week, given the disaster that was the Treasury Secretary’s speech before Congress. Things were going...
Scott Poore, AIF, AWMA, APMA
- Mar 24
- 6 min
The Good, The Bad, And The Yellen
What a couple of weeks it has been! Last week, markets adjusted to the possibility of a banking crisis contagion. This week, markets...
Scott Poore, AIF, AWMA, APMA
- Mar 20
- 3 min
Policy Error, Risk Management, and 'There's An App For That'
Equities were mixed last week, while bonds moved higher as confidence in the banking sector continued to waiver. First, a quick recap on...
Scott Poore, AIF, AWMA, APMA
- Mar 12
- 2 min
Fed Hawks Run Into Financial Wall
Equities suffered the worst losses in more than 6 months as the Fed’s game of double-speak turned costly. Normally, there is not much to...
Scott Poore, AIF, AWMA, APMA
- Mar 10
- 6 min
Fed Teetering On The Precipice
The Fed and Chairman Powell are living dangerously these days as they play with investors' emotions in an extremely expensive game. If...
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