Senior Vice President - Financial Advisor, Senior Portfolio Director
I help affluent individuals, corporations, endowments, and retirement plans reach their investment objectives. I work with and for you as your investment advocate.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
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The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.
June 1, 2023
Global Insight Weekly