Shaken and Stirred August 7, 2024 July brought back “unprecedented times” as the US political scene shifted and the Bank of Japan introduced unexpected volatility. What will that mean for August? Walter sat down today to share what the investment team has...
Market Momentum It’s the first week of a new quarter, and Walter is back to share what the investment team is watching as summer heats up. In this month’s video: 🔹Election Insights: Post-debate shifts and betting odds 🔹 Market Analysis: June’s...
Can the market predict election results? Market Update: June 6, 2024 This year’s election cycle is early as candidates are already decided and debates have been scheduled. Has the market priced in a winner? Walter discusses the election possibilities in this...
Earnings, Energy, and Elections At the start of a new month, Walter sits down to discuss the first quarter highlights and give some insight into what he is watching as we approach mid-year. He covers the surprisingly robust earnings season, as consumer spending faces...
A Year in Review and a Market on Repeat Walter sits down to give a comprehensive overview of last year’s economic landscape and his expectations for the next twelve months. He looks back at the record-setting bank failures at the start of 2023 and how they were...
