Sean Hanlon

Mid-Year Update, Inflation, AI

US Stocks, Nasdaq Composite, S&P 500, Market Capitalization

On June 6th, the European Central Bank (ECB) cut its key interest rate from 4% to 3.75%.

As US Large Caps, particularly US Tech stocks, continue to set new high after new high, many investors are questioning whether we have reached “bubble” territory.

“Don’t fight the Fed” is a stock market mantra that has proven true thus far in 2023.

In our Annual Outlook for 2023, we raised the possibility that the US economy could potentially avert recession in 2023, powered by full employment and robust consumer...

The recent banking crisis has immediately lowered expectations for future inflation expectations and interest rate hikes.