Category: Market commentary

Equity markets hold up well despite mildly declining GDP

August 1, 2022 4:36 pm Published by Eugene Yashin <p>The stock market took notice of the slowing economy and took off from recent lows. The bearishness on earnings remains unanimous though. </p>

Now officially: we are in bear market territory

July 6, 2022 9:51 am Published by Eugene Yashin <p>How much further can equities adjust before the trough? What will the new cycle be like? Eugene Yashin addresses the critical issues for investors in the bear market.</p>

Expansion prevails: stay cold-blooded and focused on fundamentals

May 31, 2022 8:30 am Published by Eugene Yashin <p>The US economy contracted in Q1 and retailers reading looked discouraging, but expansion prevails in 2022 and the spike in inflation is not going long-term.</p>

Look beyond volatility: markets are resilient  

May 2, 2022 7:06 am Published by Eugene Yashin <p>Eugene Yashin reviews 3 themes impacting investors: inflation, rates, and earnings. What equity portfolio management strategies should investors employ?</p>

Dealing with inflation: what strategies should investors consider?

April 1, 2022 4:32 am Published by Eugene Yashin <p>The economic cycle could be at risk if the Fed tightens too much. Eugene Yashin shares what investment strategies Signet has implemented to protect clients' portfolios against inflation.</p>

Geopolitical shakeups, interest rate hikes, and earnings. What matters to the stock market?

February 28, 2022 9:58 am Published by Eugene Yashin <p>Historically, geopolitical events do not matter much for equities, but rising oil prices spur the Fed to act more swiftly. Eugene Yashin shares the market projections.</p>

Market downturns create great opportunities for patient investors

February 1, 2022 8:00 am Published by Eugene Yashin and Steve Tuttle <p>As the markets go through corrections, creating buying opportunities for long-term investors, what should you pay more attention to? Eugene Yashin and Steve Tuttle share the market outlook.</p>

2021 highlights and investment outlook for 2022

December 30, 2021 4:37 pm Published by Eugene Yashin <p>Heading into the new year, look back on the positives and negatives for investors in 2021. Check out the highlights from Goldman Sachs, J.P. Morgan, and Siegel.</p>

Strong corporate earnings offset concerns about Covid and inflation

December 2, 2021 3:40 pm Published by Eugene Yashin <p>Interest rate uncertainty and Omicron implications unnerve the markets, while a strong economy and earnings support the existing sentiment.</p>

Strong earnings push stocks higher, despite some macro concerns

November 1, 2021 8:13 am Published by Eugene Yashin <p>The market has been very volatile recently. In between higher earnings expectations and concerns about a possible market correction, what investors should do?</p>