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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A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
June 1, 2023
Global Insight Weekly