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  • The Puzzle of the U.S. Economy
    Plus January Market Report

    John Gorlow | Feb 14, 2023
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    After a disappointing 2022, investors searched for rays of economic sunshine in January. And they got what they wanted when new data showed cooling inflation and better than expected growth in the final quarter of 2022, despite the pressure of high interest rates and widespread fears of a looming recession.

    The news drove markets higher on hopes that the Federal Reserve would scale back or end interest rate increases earlier than expected. Not so fast, warned Chairman Jay Powell, noting that the Fed is still very much in a wait-and-see mode and willing to move aggressively if needed. Still, there’s reason to cheer declining inflation and rising rates. We’ll offer our perspective following a look at January numbers.

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  • How Private Equity Could Fail
    2022 Market Review

    John Gorlow | Jan 24, 2023
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    This month we begin with a wrap-up of 2022, a painful year for investors. Then we introduce you to a hidden risk of which you may be unaware—the precarious condition of private equity markets. “There is no good idea that too much money can’t destroy,” wrote Ruchir Sharma in a December opinion piece in the Financial Times. We’ll lift the lid on the private equity engine to take a look inside. First, a look at the numbers.

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  • Markets Rise Again, Stirring Hope
    Plus November Market Report

    John Gorlow | Dec 14, 2022
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    It has been one of those years with no place to hide; a bad-news year for stock investors, bond investors, and just about anyone invested in crypto. But except for crypto, where problems continue to deepen, November delivered a measure of hope to those who held steady. Stocks and commodities rose for the second month, and the bond market reacted positively to news of lessening inflation. Not only that, the Dow managed to climb out of bear territory. 


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  • Seeking Signposts in Unsettled Terrain
    Plus October Market Report

    John Gorlow | Nov 18, 2022
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    A soaring market is not always enough to erase fear. We witnessed that earlier this month, when a stupendous one-day rally raised the S&P 500 by over 800 points but did little to quell investors’ concerns about inflation, interest rates, or recession. We live in highly unpredictable times. With slurries of unsettling news flowing into the markets from all directions, what can we read in the turbulence?


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  • Markets Wither Under Inflation Heat
    Plus Third Quarter 2022 Market Review

    John Gorlow | Oct 12, 2022
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    There’s no way to sugarcoat this past quarter. Markets finished the month uniformly lower and ended September in retreat. In fact, it was the worst monthly drop since March 2020, when the rapid spread of Covid sent the economy into a full shutdown. Despite gloom in the markets, life was its usual mixed bag including moments of hope and joy.


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  • The Dollar Watchers
    Plus August Market Report

    John Gorlow | Sep 09, 2022
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    In August, stocks slumped and global bonds declined as tighter central bank policy, recession fears and high inflation spooked investors. July’s rally fizzled early in the month, and the S&P 500 ended August down 4%. Meanwhile, the U.S. dollar surged to a nearly 20-year high against a basket of global currencies. What does this steep climb portend for the global economy and your portfolio?


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  • Making Sense of Mixed Signals
    Plus July Market Report

    John Gorlow | Aug 09, 2022
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    The economy seemed to be moving in opposite directions in July. While economists were debating whether we had entered a recession, employers were filling jobs at a blistering pace. By the end of the month, with job growth more than double the forecasts, investors put recession fears on hold to worry anew about inflation. “Markets are a very complicated Impressionist painting,” Pimco CEO Emmanuel Roman said in a Financial Times interview (15-July). “Different pieces contribute to the story.” Only, this story isn’t following any previous script.  


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  • Spooked by Rate Hike,
    Market Volatility and Bond Woes Intensify

    John Gorlow | May 14, 2022
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    Stocks saw a sharp pullback in May as the Federal Reserve made it clear that it would aggressively fight inflation by approving the biggest interest rate increase since 2000. The Fed plans to shrink its massive bond holdings, and signaled that it will work to cool the economy and tamp down the fastest rise in prices seen since the early 1980s.

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  • Living With Uncertainty
    Plus Q1 2022 Market Review

    John Gorlow | Apr 21, 2022
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    The first quarter of 2022 whiplashed investors, with each day bringing a raft of bad news to process. War erupted, inflation soared, bonds tanked, and supply chains were further stressed as rising oil and gas prices smashed into economic recovery. Extreme volatility was the norm: Occidental Petroleum soared 95% in the quarter, while Meta Platforms, Facebook’s parent company, racked up the biggest single-day loss in history for a US company ($232 billion). If you’re feeling unsettled about the markets, you’re not alone.

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  • Russian Aggression Tests Global
    Economic Resilience Plus February Market Report

    John Gorlow | Mar 22, 2022
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    In early 2022, the economic outlook appeared to be improving despite ongoing challenges. While Covid-19 and its variants proved impossible to eradicate, new strains appeared to be less deadly. Job creation and unemployment data were encouraging. Inflation topped the list of concerns for investors as prices continued to rise amid mismatched supply and demand. But everything changed on February 24, when Russia invaded Ukraine, layering an urgent humanitarian and geopolitical crisis on top of a fragile world economy.

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