Interest Rates – Fed Rate Hike

Interest Rates – Fed Rate Hike Markets are now pricing in at least one rate hike in the first quarter of 2023, based on expectations for higher inflation and strong growth. Image: J.P. Morgan Asset…

U.S. Excess Savings

U.S. Excess Savings Could excess savings drive the U.S. stock market higher? Image: Deutsche Bank

Growth vs. Value Rotation

Growth vs. Value Rotation The latest rotation has been the most significant since 2010. But will Value still falter in the long run? Image: Goldman Sachs Global Investment Research

U.S. Small Business Sales

U.S. Small Business Sales U.S. small business sales have accelerated sharply, but how long will this last without more stimulus? Image: Morgan Stanley Research