Weekly Commentary

IPOs As A Market Tell

The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data-and future earnings forecasts-to ascertain a share price that will hold up to analyst and media scrutiny coupled with overall market dynamics. ...

Key Equity Themes For 2024

Following the Federal Reserve's (Fed) aggressive rate-hiking campaign in 2022 and 2023, stocks are entering a phase in which the market narrative is focused on interest-rate-stability--as an inflation, we believe, comes down further. ...