Market Minute

December 2022 – By Scott Rosenquist, CFA®

As the year is coming to an end, investors will be sharpening their pencils as they look toward 2023 and the outlook for corporate earnings.  Over the long run, earnings growth is a key driver of returns along with the outlook for the economy and investor sentiment. 

Market Memo

November 2022 – By Kyle Rohrwasser

Another busy month in the global financial markets. Lower CPI results led to the 14^th best single day performance on the NASDAQ, midterm elections are all but done, FTX (one of the largest cryptocurrency exchanges) has filed for bankruptcy, Leading Economic Indicators (LEI) are starting to turn sour, home sales have begun to fall, and the Chicago Bears manage to average 30 points a game in their last 3 games and lose all three.

Market Minute

November 2022 – By Bob Veres

When people talk about an economic recession, it’s hard to know who to believe.  The U.S. economy experienced negative growth for two consecutive quarters, Q1 and Q2, according to the U.S. Bureau of Economic Analysis.  That means we have already managed to survive a recession, right?

Market Minute

August 2022 – By Scott Rosenquist, CFA®

Economic data released last week by the Bureau of Economic Analysis (BEA) showed the U.S. economy shrank by an .90% annualized rate in the second quarter.  This follows the 1.6% decline in the first quarter.  While two back-to-back negative reports can be commonly viewed as a recession, it does raise the question what exactly is a recession? I expect this topic to be front and center as additional economic data covering employment, consumption and industrial activity will be heavily scrutinized.  GDP reports are subject to revision by the BEA in the following months.