insights
Weekly Market Insights – Monday, March 27, 2023
Mixed Message Provokes Volatility: Modest gains in major market indices masked sharp volatility amid the uncertainty of mixed messaging...
Latest Market Updates, Economic Outlook, and Unique Perspectives
At Concord Asset Management, we believe in providing clients with a deep understanding of the current market environment through our market insights. As part of our valued added solution, we will deliver monthly market commentary and event driven updates to keep clients informed on how we are viewing current market conditions or how we believe macro events may impact their investments.
insights
Q4 2022 Report: Don’t Call It A Pivot
Don’t Call It A Pivot KEY OBSERVATIONS Inflation started to show signs of moderating. The Federal Reserve continued raising...
insights
Q3 2022 Report: Patience Not Pessimism
Patience Not Pessimism Key Observations Inflation is proving more stubborn than anticipated, with the Fed getting increasingly hawkish and...
insights
Q2 2022 Report: Nothing New Under the Sun
Nothing New Under the Sun Key Observations Inflation has hit a 40-year high. We expect “demand destruction” to cause...
insights
Q1 2022 Report: Goodbye and Good Riddance
Goodbye and Good Riddance Key Observations After a brief flight to quality following Russia’s invasion of Ukraine, U.S. interest...
insights
November 2021 Insights
Key Observations: A more hawkish Federal Reserve has emerged and no longer views inflation as transitory The yield curve...