Market Viewpoints

Market Viewpoints

April Showers…bring May flowers?

April 2024

Market Viewpoints

No Interest Rate Cuts? Equities Rally Regardless

March 2024

Market Viewpoints

Nvidia: The “Taylor Swift” of the stock market

February 2024

Market Viewpoints

Returning to target inflation, and “Good news” is once again good news!

January 2024

Market Viewpoints

An early Santa Claus rally; disinflation in 2024 (and beyond)

December 2023