All You Can Eat Uncertainty The conflict that erupted in the Middle East over the past week has presented a new set of challenges and uncertainty for the global economy and markets. Unfortunately, markets were already on edge because of the recent sell-off in software stocks, crypto and private credit companies. So far, Energy stocks…Read more
With the February jobs report due on Friday, Wall Street’s attention this week will be focused on the state of the U.S. labor market and what it means for interest rates. The Federal Reserve is less likely to cut its benchmark interest rate if the labor market is healthy. And in January, after lackluster employment…Read more
What to Wish For It’s been a dramatic start to the year in markets, although you wouldn’t know it looking at the returns of broad indices. The S&P is roughly flat year-to-date, yet the spread between the best and worst performing industry groups is a whopping 45 percentage points. What will it actually take to…Read more
