Topics From the Bench Markets seem to be tired of worrying about the war, with the S&P 500 surpassing its pre-war levels on Monday and the Nasdaq posting +14% returns in the last 10 trading days. Although the war is not over and no definitive resolution has been reached, investors seem satisfied with the momentum…Read more
At a Glance The season begins with big banks including JPMorgan Chase and Citigroup reporting. Given all the macrouncertainty, a read from them will be of particular importance in determining how the U.S. economy is functioning on the ground. Think of them as the plumbing of the economy. Money flows through them for all sorts…Read more
This week all eyes will be on the Federal Reserve’s outlook on interest rates. Markets have spent the last few weeks trading on the possibilities of what could happen: oil and gas shortages, rising food costs, so-called demand destruction (aka we consumers spend less), and more. But what actually ends up happening will be the…Read more
