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Navigating Today s Market Risks

Stock market volatility can be stressful, even frightening. Investors tend to feel the stress of market declines more significantly than the euphoria of gains. Nobel prize winning work by behavioral economists Amos Tversky and Daniel Kahneman suggests that investors feel the pain of loss at least twice as much as the euphoria of gains. Importantly,Read More

More Signs the U S Economy Is Powering Through Omicron

More Signs the U S Economy Is Powering Through Omicron
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Three Reasons Why the Recent Market Volatility Is A Buying Opportunity

The recent market volatility is enough to unsettle even the most stoic investors. Our work suggests that while volatility may continue and we may not have seen the bottom of the current pullback, this volatility represents an excellent buying opportunity. We are not calling a bottom here, but we are optimistic about a stock marketRead More

Higher Output, Earnings, Interest Rates, and Higher Stock Market Prices

While we have no way of accurately forecasting the direction the pandemic will take, we have seen that the economic impact of each successive wave has been smaller than the one before.

Strong Economic Conditions Leading to Tighter Monetary Policy

We think the recent strength in the economy and labor market, coupled with persistent inflation, will push the U.S. Federal Reserve (Fed) to end its bond purchases and begin to hike short-term interest rates sooner than previously expected.

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