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.
28.09.2022 Weekly: UK crisis, inflationary pressures
CEO/CIO Chris Wallis recaps the UK crisis and global inflationary pressures.
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22.09.2022 Weekly: Another 75bps and USD Strength
CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.
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14.09.2022 Weekly: Correcting Through Time or Price
CEO/CIO Chris Wallis touches on yesterday’s CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.
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