Portfolio Manager Steven Violin, CFA, Quoted in Barron’s

The story is titled “What’s Next for the Stock Market as Investors Grapple With Fed Near Peak Hawkishness” and Steven commented…

“Investors are grappling with “very strong forces” in the market. The tremendous economic momentum from the recovery from the pandemic is being met with a very rapid shift in monetary policy. Markets are struggling, as we all are, to understand how that’s going to play out.

If this is peak hawkishness, and the Fed pushes really hard at the offset, they perhaps buy themselves more flexibility later in the year as they start to see the impact of very quickly getting back to neutral.”

Read More


Disclosures

Navigating the Crosscurrents

By Ellen Hazen, CFA, Chief Market Strategist April Takeaways First quarter earnings reports...

Keeping Second Homes in the Family

There are over 7.5 million second homes in the USA owned by 5.5% of the population.  These are the...

US Economic Growth Is Slowing. That’s OK.

By Ellen Hazen, CFA, Chief Market Strategist At any point in time, there are multiple competing...