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Timely commentary about markets
and the economy.

2023 Outlook: Moving on

January 3, 2023

Turning the page and awaiting the consequences of 2022’s historic tightening cycle Introduction by Jonathan Dane, CFA To say markets were challenged in ’22 is an understatement. The combination of inflation, the Fed’s unwavering constitution to keep raising rates, the war in Ukraine, and uncertainty over the trajectory of the global economy all weighed on […]

Five Nations Capital Group joins Defiant Capital Group, Enhancing Defiant’s Wealth Management Expertise

January 2, 2023

The addition of Five Nations to Defiant Capital Group enhances Defiant’s wealth management capabilities, allowing for a wider breadth of investment and consulting services. PITTSBURGH, PA / December 30, 2022 — Defiant Capital Group (“Defiant Capital”) is excited to announce that Five Nations Capital Group (“Five Nations”) is joining Defiant Capital Group. The addition of […]

3Q22 Newsletter: Aggressive Fed Policy Weighs on Markets

October 10, 2022

Odds of a deliberate Fed-induced recession increased materially in 3Q, dragging markets lower. Should a recession occur in ’23 we think strong labor markets and consumer balance sheets can provide economic support and limit the magnitude of slowdown. Near-term markets are likely to remain volatile as the Fed aggressively combats inflation, and we suggest investors […]

Five Things to do Before Transitioning Your Business

September 23, 2022

Whether selling a business to a third-party, transitioning ownership to your children, or stepping back from day-to-day operations, it’s important you and your business are ready for the transition. We recently put together a list of five key things to do before you start to transition your business. Read the full article at the link […]

Robust nominal GDP growth suggests a recession isn’t here

August 4, 2022

The release of 2Q22 GDP data last week suggested the economy was in a “technical” recession as Real GDP declined for the second consecutive quarter. However, a look at Nominal GDP would suggest otherwise. QUICK TAKE The gap between nominal and real (inflation adjusted) GDP growth is at its highest level in over 20 years. […]

COVID – 2 Years Later (in Charts)

July 12, 2022

S&P 500 Performance Since COVID (3Q22)

Equity indices have sharply declined from their post-COVID highs and economic growth optimism is waning. We recap the market’s path since COVID and highlight five economic data points below that encompass this volatility, and how they have changed since the beginning of 2020. Net-net, while equity markets have sold off sharply and inflation remains high, […]

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