Be runnin' up that roadBe runnin' up that hillBe runnin' up that buildin' - Running Up That Hill, Kate Bush We have Netflix and TikTok to thank for the youthful pop culture resurgence of the 1985 classic Kate Bush song “Running Up That Hill”, but it’s a great,...
Note: This piece is not about friendly adolescent dinosaurs going on a Hero’s Journey, but it is a great pun to talk about the limitations of recent debates about economic “landings”. In the span of just two months, the dominant market narrative has shifted from...
In this week’s Edge, we are taking stock of the recent earnings trends and guidance provided by U.S. companies, and then asking ourselves if these measures and management expectations justify the prices investors are paying today?
Respect the tape. That’s the message from market technicians (those who analyze price and volume data in markets) after this week’s rally. The ebullient response by equities to the Fed’s seemingly dovish press conference resulted in meaningful “breakouts” and surges in momentum in many stock indices.
Every partner, parent, or friend knows that there is a big difference between hearing and listening. Hearing is just the passive perception of sound. Listening is the active absorption of sound.
Communication breaks down when we hear but we don’t listen.
Hosted by NewEdge Wealth’s CEO and Co-Founder, Rob Sechan, and Chief Investment Officer, Cameron Dawson, the two take a deeper dive into our newly released 2023 Outlook, including the economy, policy, and markets in 2023.
As we exit a tumultuous 2022 and face the inherent uncertainty of a new year, we adopt the wise words of Goethe as our mantra for 2023: “Enjoy what you can, endure what you must.”
The question as we look to the remainder of 2023 is: has enough changed in the macro environment that the recent relief rallies in last year’s losers can continue?
As the final days of December dwindle away, this time of year is filled with a sense of both reflection and expectation. Here are 22 charts that capture the turmoil, major shifts, present fears, opportunities, and (sometimes surprising) resilience of 2022.
The USD remains the key driver for relative performance of International Developed (EAFE) and Emerging Market (EM) stocks versus the US (S&P 500).