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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31.08.2022 Weekly: Housing Weakness, European Energy, and S&P Outlook
CEO/CIO Chris Wallis covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.
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24.08.2022 Weekly: Xxxxxxxxxxxxxxxxxxxxxxxxx
CEO/CIO Chris Wallis discusses xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx.
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18.08.2022 Weekly: Not Yet The Bottom, China Disappoints, and End of Bear Market Signposts
CEO/CIO Chris Wallis discusses the recent market rally, China’s disappointing data, and signposts marking the end of the current bear market.
21.07.2022 Weekly: Market Whipsaw, USD – EURO Parity, Employment Update
CEO/CIO CW looks at last week’s inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update
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