A Hard Battle That Is Yielding Results

 May 31, 2024 |Michael Capobianco
Investors have become more confident that a “soft landing” is the most probable outcome over the next 12 months. We’ll provide an update on the macro environment and its implications for portfolios. The Global Economy The world economy remains in expansion...
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What The Bond Market Is Telling Us

 May 24, 2024 |Michael Capobianco
The current yield curve inversion, a potential recession indicator, looks out of line with record equity markets and robust commodity pricing. Let’s examine some reasons investors are accepting lower yields on longer-maturity bonds. The relationship between...
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All That Glitters Is Not Gold

 May 17, 2024 |Michael Capobianco
We had the opportunity to sit down with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, to discuss the gold rally and explain how world events and policy shifts could impact its prospects. Christopher also gives his take on why gold...
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Data Points From U.S. Earnings Season

 May 10, 2024 |Michael Capobianco
U.S. earnings have brought a mix of highlights and lowlights. Let’s examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to adjust equity exposure in this unique period. The S&P 500 had mounted one of the...
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