Insights
Economic Indicators Are High. Investment Valuations Are Higher.
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we look to 2025, we see a continuation of many of the trends we observed in 2024. Economic indicators have generally remained strong, and we expect this to continue in 2025....
Economic Indicators Are High. Investment Valuations Are Higher.
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we look to 2025, we see a continuation of many of the trends we observed in 2024. Economic indicators...
Checking in on the US Consumer
By Ellen Hazen, CFA®, Chief Market Strategist April Takeaways: Decent corporate earnings but muted...
Will Market Breadth Spread Beyond Large Cap Stocks?
By Ellen Hazen, CFA®, Chief Market Strategist March Takeaways: Jobs are still strong. The US...
Small Is Beautiful. Big Is Beautiful. Which Is It?
By Ellen Hazen, CFA®, Chief Market Strategist February Takeaways: Strong US labor market. January...
Bitcoin – the ETF Era
By Ellen Hazen, CFA®, Chief Market Strategist January Takeaways: Q4 GDP was very strong at +3.3%....
Resolutions for 2024: Best Practices
By FLPutnam Improving one’s finances and improving relationships are two very popular New Year’s...
Opportunities Abound
By Ellen Hazen, CFA®, Chief Market Strategist December Takeaways: The labor market continues to...
Looking Ahead to 2024 Earnings
By Ellen Hazen, CFA®, Chief Market Strategist November Takeaways: US labor market cools; still...
Falling Out of Love with Earnings Beats
By Ellen Hazen, CFA®, Chief Market Strategist October Takeaways: Third-quarter 2023 GDP of 4.9%...
Household Belt-Tightening May Drive More Balanced Economy
by Ellen Hazen, CFA®, Chief Market Strategist September Takeaways: Core inflation continues to...
Debt – Does It Matter?
By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: The US economy continues to be...