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...
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.
Mixed Message Provokes Volatility: Modest gains in major market indices masked sharp volatility amid the uncertainty of mixed messaging...
Don’t Call It A Pivot KEY OBSERVATIONS Inflation started to show signs of moderating. The Federal Reserve continued raising...
Patience Not Pessimism Key Observations Inflation is proving more stubborn than anticipated, with the Fed getting increasingly hawkish and...
Nothing New Under the Sun Key Observations Inflation has hit a 40-year high. We expect “demand destruction” to cause...
Goodbye and Good Riddance Key Observations After a brief flight to quality following Russia’s invasion of Ukraine, U.S. interest...
Key Observations: A more hawkish Federal Reserve has emerged and no longer views inflation as transitory The yield curve...