by Clearview Wealth Solutions | Oct 1, 2026 | Recent Commentary
WHAT WE LEARNED IN SEPTEMBER Here is a typical day in September: Oil up, bond yields up, stocks down. At first glance, the link between higher oil and higher Treasury yields seems obvious, and Fed Chairman Warsh and his committee concluded it had to respond. So...
by Clearview Wealth Solutions | Sep 15, 2026 | Monthly Updates
Both stock prices and market breadth peaked a month ago. It has been a tough slog since. The broader market has been trailing mega-caps which are holding up nicely. The 10-day advance/decline line drop has been dramatic as well as other breadth measures. The culprit...
by Clearview Wealth Solutions | Sep 1, 2026 | Recent Commentary
WILL HIGHER INTEREST RATES BE A BULL-BUSTER? Long-term bond yields are going up around the globe. The countries affected have a wide variety of fiscal backdrops and central bank policy rates suggesting the cause is something other than a deficit or a signal from a...
by Clearview Wealth Solutions | Aug 18, 2026 | Monthly Updates
A few final comments on this earnings season: This week’s Walmart’s earnings report marks the unofficial end to the season. It was a season for the record books. For the second quarter, S&P 500 companies are reporting year-over-year growth in earnings of 50%...
by Clearview Wealth Solutions | Jul 28, 2026 | Recent Commentary
We got very good news on the inflation front a couple of weeks ago (CPI and PPI reports) that sent rate hike odds for this week’s Fed meeting down to near 0%. However, over the last week we have seen a sharp pick-up in the odds of a rate hike as oil prices have spiked...
