15.02.2023 Weekly: Sticking to The Script and Working Through Earnings Season
CEO/CIO CW walks through the recent market action and expectations
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18.01.2023 Weekly: Soft Landing, Series of Resets, and Adapting Asset Allocation
CEO/CIO CW runs through the current economic setup, a series of resets looming, and near term positioning
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04.01.2023 Weekly: Energy Support, Tech Hit Hard, Fed Options
CEO/CIO CW kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed
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21.12.2022 Weekly: Bank of Japan and We’re On to 2023
CEO/CIO CW details BoJ’s yield curve policy change, wraps up 2022, and thoughts as we roll into 2023
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14.12.2022 Weekly: CPI Celebration, QTD Rallies, Thinking Ahead to 2023
CEO/CIO CW breaks down yesterday’s encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023
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01.12.2022 Weekly: Market Pop, Inflation Tells, and Breadth and Depth of Correction
CEO/CIO CW breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction
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17.11.2022 Weekly: A CPI Pop and FTX Reverberations
CEO/CIO CW covers the market’s strong response to positive CPI news and the FTX fallout
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09.11.2022 Weekly: midterm gridlock, earnings trends, and a coin flip
03.11.2022 Weekly: October Rally, Another Fed Raise, Sustained Inflation
CEO/CIO diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation
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20.10.2022 Weekly: Equity Market Set Up, Natural Gas, Beginning of Earnings Season, and A Fed Pivot
CEO/CIO CW shares his views on the current equity market set up, explains the recent natural gas pullback, what we have seen so far during earnings, and what comes along with a Fed pivot.