The Yield Curve and Recessions
by Lisa Schreiber The yield curve, as of June 2024, has been inverted for the most extended period in history. This is important because an inverted yield curve is said…
by Lisa Schreiber The yield curve, as of June 2024, has been inverted for the most extended period in history. This is important because an inverted yield curve is said…
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…
Artificial Intelligence (AI), as defined by the Oxford Dictionary, is the development of computer systems able to perform tasks that normally require human intelligence. AI technologies are in the early…
Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as recent data points were…
The US Consumer Price Index (CPI), the most broadly used metric for US inflation, remains a hot topic on the minds of both investors and consumers. Investors closely watch CPI…
Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack. Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…
The earnings for Q4 2023 are now largely complete, with many interesting glimpses into what is happening with companies and their customers. To start, some general statistics: (1) 73% of…
The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…
Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…
In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…