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June 13, 2019

Could a Fed Rate Cut Be Bearish?


After the S&P 500 suffered one of its worst May’s in decades, stocks are rallying so far in June on expectations the Federal Reserve is about to cut interest rates. Despite the current optimism, history has shown that a rate cut from here could actually be bearish for stocks.

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WIRP blur 6-12-2019
Bloomberg World Interest Rate Probability
Data source: Bloomberg, L.P.

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June 13, 2019

Could a Fed Rate Cut Be Bearish?

After the S&P 500 suffered one of its worst May’s in decades, stocks are rallying so far in June so far in June on expectations the Federal Reserve is about to cut interest rates. Despite the current optimism, history has shown that a rate cut from here could actually be bearish for stocks. Here’s why
June 4, 2019

Have Corporate Profits Peaked?

After marking a new all-time high in April, the S&P 500 Index fell -6.3% in May, making it the worst May for the index since the Flash Crash of 2010, and the second worst since 1962. Escalating Trade War headlines are partly to blame for the recent increase in volatility, but there are other headwinds for markets that may present […]
December 18, 2018

Bear or No Bear-
Here’s What to Expect Next

The wild price swings in U.S. equities over the past few weeks has a lot of investors wondering if this kind of volatility is normal, and whether it means we’re on the brink of a new bear market. Staking claim on a new bear market can be tricky since the official definition of bear market usually requires price decline of […]

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