by Clearview Wealth Solutions | Sep 28, 2021 | Recent Commentary
Q. If the government shuts down on October 1st, are stocks in for a rough patch? Goldman Sachs recently concluded that U.S. government shutdowns generally have not meaningfully impacted equity returns. In the 14 government shutdowns since 1980, the S&P 500 posted...
by Clearview Wealth Solutions | Sep 16, 2021 | Monthly Updates
CNN Business runs a “Fear and Greed” index which currently leans more towards “fear” than “greed.” The reading is generated by seven indicators including price momentum, put/call spreads, junk bond demand, market breadth, and market volatility. The current reading...
by Clearview Wealth Solutions | Sep 1, 2021 | Recent Commentary
Fed Chair Powell’s speech last Friday at the Jackson Hole economic policy symposium is key for investors to gauge short and intermediate-term monetary policy. The bottom line is that easy monetary policy will remain for some time to come. The large number of...
by Clearview Wealth Solutions | Aug 19, 2021 | Monthly Updates
Last week when stocks were rising with the S&P 500 closing at its fifth straight record high, investors seemed unfazed by a Fed taper later this year. After yesterday’s FOMC minutes and three sharp down days in a row, the market now worries over a Fed taper. ...
by Clearview Wealth Solutions | Aug 2, 2021 | Recent Commentary
This quarter’s corporate earnings reports have been stellar. With about 40% of S&P 500 companies having now reported, 91% beat analyst expectations, the highest level on record according to Refinitiv. But that doesn’t mean their stock prices rose as a...
