Quarterly Outlook Archive
Each quarter I prepare my thoughts on where the market has been and which factors are likely to have the biggest impact on investments in the coming three months.
First Quarter 2023
INVESTMENT COMMENTARY & Outlook April 2023 The first quarter had some dramatic developments but finished on a positive note. Thanks to the Silicon Valley Bank crisis, Treasury yields plunged and will likely cause the Fed to stop raising key interest rates. Although the Federal Open Market Committee (FOMC) raised key interest rates 0.25% as anticipated, this could be the last key interest rates hike. At his press conference after the FOMC statement Fed Chairman Jerome Powell [...]