Private Wealth Insights
Market Commentary Insights
Winter is coming — Week of December 4, 2023
Severity yet to be determined
Powell & Fed to markets: “not confident” on path to 2% inflation — Week of November 13, 2023
ICBC and Treasury system hacks are just more headwinds.
Full Transparency — Week of November 13, 2023
Unsustainable
Powell & Fed friendly, jobs report not so much — Week of November 6, 2023
Wall Street needed to cover shorts, now lets get to work on a real rally
Do you hate mornings? — Week of November 6, 2023
Productivity
Fed stands pat on rates — Fed Meeting of November 1, 2023
Elbow room to raise or cut
Stock high July; GDP high in Q3? — Week of October 30, 2023
3Q GDP impressive; disposable income dropping cannot be good
Stuff — Week of October 30, 2023
Transportation costs declining
Market internals breaking down; Thanks, Fed & Treasury — Week of October 23, 2023
Rapid rate rise thanks to supply unnerving markets