CEO/CIO diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation
Continue reading 03.11.2022 Weekly: October Rally, Another Fed Raise, Sustained Inflation
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.
CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.
Continue reading 22.09.2022 Weekly: Another 75bps and USD Strength
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.
Continue reading 14.09.2022 Weekly: Correcting Through Time or Price
CEO/CIO Chris Wallis covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.
Continue reading 31.08.2022 Weekly: Housing Weakness, European Energy, and S&P Outlook
CEO/CIO Chris Wallis discusses xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx.
Continue reading 24.08.2022 Weekly: Xxxxxxxxxxxxxxxxxxxxxxxxx
CEO/CIO Chris Wallis discusses the recent market rally, China’s disappointing data, and signposts marking the end of the current bear market.
CEO/CIO CW looks at last week’s inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update
Continue reading 21.07.2022 Weekly: Market Whipsaw, USD – EURO Parity, Employment Update
CEO/CIO CW shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed’s responsibility
Continue reading 23.06.2022 Weekly: An Official Bear Market, Energy Pullback, and Staying Solvent
Vaughan Nelson’s CEO/CIO Chris Wallis revisits the first half of 2022 and covers market volatility, recession vs. inflation, portfolio positioning, energy, and the Fed.