Private Wealth Insights
Market Commentary Insights
Inflation wave pulls Bear back out of the cave - Week of June 13, 2022
ECB announced rate increases last week; Fed this Wednesday.
Job gains in May keep the Fed in play – Week of June 6, 2022
Economy slowing at the edges but not enough to slow inflation.
Downshifting economy — and inflation? – Week of May 30, 2022
One week of gains breaks a rare seven-week run.
Poking the Bear; close but not quite — Week of May 23, 2022
Give us a break – less gamma and month-end buying.
Close enough to a Bear for a Bottom — Week of May 16, 2022
Rates and Chinese cases starting to roll over.
Is the Fed not serious enough about inflation? — Week of May 9, 2022
Impressive daily volatility; but in scale a fairly normal correction.