On June 13 the S&P 500 officially entered a bear market when it closed at 3750, a decline of nearly 22% from its January 3, 2022 high. Since then market volatility has spiked amid uncertainty over the direction of the economy and if the Fed can avoid causing a recession as it combats inflation. Living […]
Market Insight
Market Update: The world only ends once (and it hasn’t happened yet)
The world is filled with uncertainty right now. The ongoing war in Ukraine is driving food and energy prices higher around the world, China’s lockdowns are compounding supply chain pressures, and the Fed’s aggressive stance to combat inflation has the potential to drive the US economy into recession. For investors this level of volatility can […]
1Q22 Newsletter: Spillover effect
It has been a violent start to 2022 marked by volatility, war in Europe, and economic uncertainty. While the US appears to be largely insulated from much of the Russia/Ukraine economic headwinds, the impact of higher energy prices is weighing on economic growth and compounding inflationary pressures, just as the Fed embarks on a rate […]
Opportunities in Real Estate Roundtable Moderated by Defiant Capital Group’s Jonathan Dane, CIO
Jonathan Dane, Founder & CIO of Defiant Capital Group, recently sat down with a group of investors to discuss the real estate market and opportunities for investors. Watch the discussion at the link below. https://citywire.cadre.com/video/roundtable-debate
Thoughts on the Markets and Ukraine Crisis
The events since 2/24/2022 (when Russia formally invaded Ukraine) have been astonishing and devastating. The resulting conflict, sanctions against Russia, and impact on businesses has become worse than anyone could have expected. The geopolitical intricacies of responses and the details of the economic sanctions remain to be seen, but the damage will likely be worse […]
3Q21 Newsletter: A late-quarter stumble, but the recovery continues
Global growth optimism weakened in late-3Q sending equity markets lower and Treasury yields higher. That said we continue to see opportunity for growth in the global economy in the intermediate term as supply chain bottlenecks and labor market imbalances reset and adjust for persistently higher consumer demand. Inflationary pressure and fiscal uncertainty remain the biggest […]