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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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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23.06.2022 Weekly: An Official Bear Market, Energy Pullback, and Staying Solvent
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
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1S22 Recap: Volatility, Recession vs. Inflation, Portfolio Positioning, Energy, The Fed.
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.