Financial Markets Blog

Despite recent volatility in the stock market, the US consumer remains resilient against all odds. In the United States, consumption accounts for a significant portion of GDP. According to the Bureau of Economic Analysis (BEA), personal consumption expenditures (PCE) accounted for approximately 68% of US GDP in 2021. This means that consumer spending on goods…

There seems to be an interesting dilemma between the Market and the Fed since the beginning of 2022 when the vicious hiking cycle was kicked off by Powell and friends. The market continues to get its hopes up every time there’s a slim chance of a pivot only for it to be crushed at the…

Markets are on a tear this year! Let’s take a look at some of the hotter stocks in the S&P 500 that are outperforming the index. Warner Bros. Discovery (WBD) is up 50% year-to-date even with a more than 3% decline today. Investors have rallied behind this stock after it was spun off due to…

Markets are off to a hot start in 2023 with growth assets taking the lead so far. Inflation has been cooling and the Fed is expected to slow its relentless hiking campaign which has set up growth assets for a nice rally. So far the tech have NASDAQ is up 12% this year followed by…

New year, new me – as the saying goes. But this is not the case for markets. It seems the same narratives of inflation and the Fed’s relentlessness to raise rates are carrying over to the new year. It seems like nothing has worked over the last year and everything is in a free fall.…

There’s no doubt the start of this decade has been one of the most challenging environments for markets and businesses to navigate. In the last two years we’ve seen a global pandemic that triggered a myriad of supply chain issues and unprecedented monetary accommodations from central banks around the world that resulted in the highest…