Post-Fed Market Analysis and Outlook
By John Lau CPA, CFP® February 6, 2023 – Markets rallied last week after the FOMC meeting and Fed Chair Powell’s press conference on Wednesday because Powell did nothing to refute the market’s belief that the Fed will stop raising rates after March and will cut rates two to three times by the end of […]
All Eyes on Alts
February 6, 2023 – Chief Investment Officer, Stuart Katz was featured in InvestmentNews recent cover story discussing ‘All Eyes on Alts.’ “The correlation between public equities and fixed income is positive, unstable and will remain higher than it has historically,” Stuart explains. Read full piece here: https://bit.ly/3jGzTkt
Pullback Still Likely
February 6, 2023 Good morning, Last Monday’s Morning Note finished with a concern of an overbought market possibly pulling back with a Fed Meeting and Employment Report to get through. What I did not anticipate was the market’s willingness to continue to interpret Fed Chair Powell’s narrative as dovish. Even with Friday’s -1.04% decline in the […]