By using our website, you agree to the use of cookies as described in our Cookie Policy
Advisory services offered through JMS Capital Group Wealth Services, LLC, a Registered Investment Advisor.
Business Continuity Plan • Privacy Policy • JMS Capital Group Wealth Services, LLC ADV Brochure • CRS Form
Site by
Blog
Home › Blog › Research & Commentary
Weekly Market Commentary
Investors aren’t happy, but stocks are up. If you ever participated in a fantasy football league, you may have experienced a run on a position during your ...
Read MoreWeekly Market Commentary
Brace yourself! The debt ceiling standoff continues. Consumers aren’t optimistic. The Consumer Sentiment Index fell to a six-month low in May, dropping 9.1 percent month-to-month.
Read MoreWeekly Market Commentary
The labor market just keeps growing and growing. Last week, the April employment report for the United States arrived.
Read MoreWeekly Market Commentary
Get real! Despite more than a year of aggressive Federal Reserve rate increases, the United States economy is still growing, albeit more slowly.
Read MoreQuarterly Market Commentary 2023
Markets steamed ahead in the first month of 2023, continuing the recovery that began in the 4th quarter of last year. Unfortunately, the rebound then stalled amidst stubborn inflation ...
Read MoreWeekly Market Commentary
It’s earnings season – the time when publicly traded companies report on how profitable they were during the first quarter of 2023. So far, reports suggest that companies listed ...
Read MoreDebt Ceiling Baby Steps
The US is expected to hit its debt ceiling sometime this summer, and so far the Biden administration and the Republican House are nowhere near an agreement to ...
Read MoreWeekly Market Commentary
Keep your eye on the big picture. Last week, there was nothing too surprising in economic and financial news.
Read MoreA 2nd Quarter Projection
AllianceBernstein has issued its second quarter macroeconomic forecast for 2023.
Read MoreWeekly Market Commentary
Ambiguous images. Some illustrations are optical illusions. When two people view the picture, they may see completely different images.
Read MoreLabor and Inflation: From Top to Bottom
Goldman Sachs’s Maria Vassalou and Amy Yihan Zhou have an interesting breakdown of inflation and labor markets.
Read MoreWeekly Market Commentary
Perhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to mind.
Read MoreWeekly Market Commentary
What’s your jam? When you think of fun, are you running an Arctic marathon? Biking to your favorite burger place?
Read MoreThe Fed’s Path
Two weeks ago, Jerome Powell provided a clear signal that rates could go and stay higher than previously anticipated.
Read MoreWeekly Market Commentary
Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures...
Read MoreA Look Inside the Collapse of the Silicon Valley Bank
Silicon Valley Bank has collapsed. How did this happen? What are the possible consequences for its customers, other banks, and the larger financial system?
Read MoreWeekly Market Commentary
Thrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent.
Read MoreRemembrance of Bears Past
Barry Ritholtz shows one of his favorite charts that traces out the paths of historical bear markets:
Read MoreWeekly Market Commentary
Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments.
Read MoreSupply Chains and Inflation
Bloomberg’s Laura Curtis traces the path of supply chains over recent years and assesses their place in the inflation run-up.
Read MoreWeekly Market Commentary
Is it good news or bad news? The answer depends on your perspective. Last week, we learned that:
Read MoreA View of the Markets
Domestic and international markets have had a strong beginning to 2023, with the S&P 500 rising over 6% in January, and developed international and emerging markets each gaining about 8% ...
Read MoreWeekly Market Commentary
Brace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023.
Read MoreMarkets and the Debt Ceiling
Image Source: http://www.fridaynewsletter.com. Last month the US hit the debt limit set by Congress, and the federal government began “extraordinary measures”
Read MoreWeekly Market Commentary
This time may be different...or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the United ...
Read MoreEggflation
Egg prices have risen dramatically over the past year.
Read MoreWeekly Market Commentary
What do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common?
Read MoreCentral Banks and Interest Rates
When the Fed meets this week, it is expected to implement yet another rate hike, but only by a quarter of a percentage point.
Read MoreWeekly Market Commentary
The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation.
Read MoreWeekly Market Commentary
The Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly
Read MoreThe Debt Ceiling
Last week the US hit the debt limit set by Congress, and the federal government began “extraordinary measures
Read MoreAnd Now for Something ‘Concretely’ Different
Have you ever wondered how numerous Roman structures have lasted for centuries?
Read MoreWeekly Market Commentary
Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals
Read MoreWeekly Market Commentary
It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022.
Read MoreWeekly Market Commentary
It’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s gains.
Read MoreWeekly Market Commentary
What a year! In some ways, it feels as though we lived through several years in 2022.
Read MoreWeekly Market Commentary
What comes next? The U.S. stock market tends to be a forward-looking vehicle.
Read MoreWeekly Market Commentary
What will it take to slow this economy down? In 2001, railway workers slowed a runaway train in Ohio by latching a second engine to the back of the ...
Read MoreWeekly Market Commentary
There was a shift in the winds of monetary policy. Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance.
Read MoreWeekly Market Commentary
Thanksgiving and football go together like turkey and stuffing. For some families, though, this year may be more like a turducken, stuffed with American football and the sport ...
Read MoreWeekly Market Commentary
Last week was remarkable for many reasons. One reason is that sky watchers around the world had an opportunity to see a total lunar eclipse.
Read MoreWeekly Market Commentary
Some companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous quarter.
Read MoreWeekly Market Commentary
Some companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous ...
Read MoreWeekly Market Commentary
Markets turned – again. Markets continue to be volatile. Last week, stocks headed north. Nicholas Jasinski of Barron’s reported the change of direction reflected investors’ desire for the ...
Read MoreWeekly Market Commentary
We’re not there yet. Investors are understandably eager for the stock market to hit bottom. Some hoped it happened last week, but it did not.
Read MoreWeekly Market Commentary
Bah humbug! Last week, OPEC+, which includes the Organization of the Petroleum Exporting Countries and allied oil producers like Russia, chose to cut production by two million barrels ...
Read MoreWeekly Market Commentary
The third quarter marked a change in attitude. So far, 2022 has been a tough year for investing. We’ve experienced an unusual phenomenon – the simultaneous decline of stock ...
Read MoreWeekly Market Commentary
Central bank tightening sparked recession fears. Last week, the Federal Reserve (Fed) raised the federal funds rate for the fifth time this year. During 2022, the Fed has lifted ...
Read MoreWeekly Market Commentary
It’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases.
Read MoreWeekly Market Commentary
Central banks are hawkish. Stocks popped higher, anyway. Last week, despite signs that inflation is slowing, U.S. Federal Reserve (Fed) officials emphasized their commitment to tightening monetary ...
Read MoreWeekly Market Commentary
You may have heard this one: Don’t fight the Fed. The Fed is the Federal Reserve Bank of the United States.
Read MoreWeekly Market Commentary
Markets were tuned to the signals coming from Jackson Hole, Wyoming. During World War II, United States armed forces often relied on high-powered radio sets to communicate.
Read MoreWeekly Market Commentary
Is this a bear market rally or a new bull market? Investment professionals are in the middle of a heated debate.
Read MoreWeekly Market Commentary
Rally caps were waving. In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace of rate hikes
Read MoreWeekly Market Commentary
The strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the hot coals with ...
Read MoreWeekly Market Commentary
Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth ...
Read MoreWeekly Market Commentary
A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6 percent), and inflation is ...
Read MoreWeekly Market Commentary
Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers.
Read MoreWeekly Market Commentary
Rising inflation is a bit like a child throwing a temper tantrum in the grocery store. The red-faced parent, in this case the U.S. Federal Reserve (Fed)...
Read MoreWeekly Market Commentary
The first six months of 2022 have earned a place in history books. 2022 is likely to become part of the lore passed from generation to generation.
Read MoreWeekly Market Commentary
Last week, bad news was good news. Consumers were feeling blue in June, according to the University of Michigan Consumer Sentiment Survey.
Read MoreWeekly Market Commentary
The fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation.
Read MoreWeekly Market Commentary
Inflation is proving to be far more tenacious than markets had hoped. The idea that inflation peaked in March was put to rest last week when the Consumer ...
Read MoreWeekly Market Commentary
The Markets How strong is the United States economy? That's the question investors were mulling after last week's jobs report. More jobs were created in May ...
Read MoreWeekly Market Commentary
The Markets Investors reassessed and markets bounced. Last week, major U.S. stock indices moved higher for the first time in weeks. The Dow Jones Industrial Average gained 6.2 ...
Read MoreMore on Recession Risk
Consumers and investors have been understandably grumpy this year. Inflation is high and markets, even including last week's rally, have fallen sharply in 2022. Nonetheless, as Lord Abbett'...
Read MoreWeekly Market Commentary
The Markets On the fear and greed cycle… One of the most challenging times for investors is a market downturn. Whether markets are experiencing a correction or ...
Read MoreWeekly Market Commentary
Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears.
Read MoreWeekly Market Commentary
The Markets There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling different ...
Read MoreWeekly Market Commentary
Weekly Market Commentary May 2, 2022 The MarketsCorrection and contraction.... Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree, ...
Read MoreWeekly Market Commentary
The Federal Reserve’s Ice Bucket Challenge…Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy water over ...
Read MoreWeekly Market Commentary
Here’s a riddle: How can inflation be 8.5 percent and 6.5 percent at the same time? The answer is that it depends on how you measure it.
Read MoreWeekly Market Commentary
The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19 outbreak in China.
Read MoreWeekly Market Commentary
Checking in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and maximum employment.
Read MoreWeekly Market Commentary
Be careful what you ask for, you just might get it. In early March, almost two-thirds of Americans who participated in a Nationwide Retirement Institute survey said the ...
Read MoreWeekly Market Commentary
Markets were reassured by the Federal Open Market Committee (FOMC)’s actions last week. The FOMC met on March 16 and did exactly what most people expected them to ...
Read MoreWeekly Market Commentary
Investor optimism is quite low. In just two weeks, the war in Ukraine has changed the status of 1.3 million people – approximately the number of people who live in ...
Read MoreWeekly Market Commentary
The world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty.
Read MoreWeekly Market Commentary
Last week, Russia invaded Ukraine. Russian President Vladimir Putin’s decision ignited the biggest military conflict in Europe since World War II.
Read MoreWeekly Market Commentary
Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified.
Read MoreCategories
Recent Posts
Weekly Market Commentary
May 22, 2023
Weekly Market Commentary
May 15, 2023
Weekly Market Commentary
May 8, 2023
A Macro Update
May 1, 2023
Weekly Market Commentary
May 1, 2023
Popular Tags
Archives