We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.
SVB and Signature Bank Collapse: What You Need to Know
The wounds of the 2008 financial crisis cut deep. So unsurprisingly when another US bank fails, everyone sits up and takes notice. This past weekend, Silicon Valley Bank collapsed…
Feb 2023 Market Commentary with Jeff Thompson
Our CEO Jeff Thompson talks about the current market conditions.Recorded February 28, 2023Chief Executive Officer | Portfolio Manager
Markets In Motion – A New Bull Market?
Animal spirits are alive and well as financial conditions have eased considerably the past few months – lower dollar, lower yields, lower volatility. Add reduced inflationary pressure and a more dovish Federal Reserve — that equals a significant rally in global equities.
Markets in Motion: Looking Ahead to 2023
First off … thank you! The year is almost over and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business. We love being able to do this every day and look forward to the future.
Post-election recap and market commentary with John Forlines and Nick Lobley
December 2022 post-election conversation with Chief Investment Officer John Forlines III, and Portfolio Manager Nick Lobley.
Webinar – Global Tactical Portfolios 3rd Quarter 2022 Review
Watch our latest webinar Global Tactical Portfolios 3rd Quarter Review recorded November 1st, 2022 with Chief Investment Officer, John Forlines III and Portfolio Manager Nick Lobley…
Trick or Treat? Fed Not Ready to Pivot
In our last Markets in Motion, we discussed that the Fed is unlikely to pivot from their aggressive monetary tightening. Since then, Fed speakers have reiterated that stance. Another theme is that inflation actually needs to come down before the FOMC will be willing...
Markets in Motion – A Game of Chicken: Who Blinks First?
After a strong rally since the beginning of summer, stocks began to retreat after the S&P 500 rejected its 200-day moving average last week. The focus has returned to the macro backdrop, with a series of weak activity readings across the global economy. US housing data remains extremely weak with mortgage rates moving up again, mortgage applications falling, and other metrics continuing to miss. To add to that, July inflation came in lower than expected and decelerated.
Markets in Motion – Not Out of the Woods… Yet
Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up ahead of a hawkish Federal Reserve. It’s rare you see the Fed tighten monetary policy into an economic...
Webinar – A Bear Market. It’s officially here. Let’s discuss what’s next.
Recorded June 29, 2022Chief Investment Officer | Portfolio ManagerPortfolio Manager
Markets in Motion – Bear Market Edition
Every month, our investment committee holds a meeting to discuss the most important issues driving the macroeconomy and financial markets. This month’s meeting was especially pertinent as it comes on the heels of a substantial decline in global equities. The S&P...
Markets in Motion — Inversion! Time to Start the Recession Clock?
The 2-year vs 10-year yield curve has inverted for the first time since 2019. Historically, when this curve inverts there has been a better than two-thirds chance of a recession at some point in the next year and a greater than 98% chance of a recession at some point in the next two years.