CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.
Continue reading 04.01.2024 Weekly: Early Pull Back, 2024 Key Issues, 2% Target
CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.
Continue reading Weekly 14.12.23: Performance Chasing, 2024 Rates, Inflation, and All Time Highs
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict
Continue reading 27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off
CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.
Continue reading Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low
CEO/CIO CW bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.
Continue reading Weekly 13.09.2023: Sign of Recession, Bear Rally, and Out of Balance
CEO/CIO CW breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction
Continue reading 01.12.2022 Weekly: Market Pop, Inflation Tells, and Breadth and Depth of Correction
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 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