After a spectacular October, here’s what concerns us as we close out the year. By David Baker, Senior Director, Investment Research.
Private market investments have seen tremendous interest in the past year as public markets hit new highs. Beware a record level of “dry powder” chasing fewer opportunitie
Headlines discussed at LNWM’s Monday morning briefing: — The US economy grew 2% annualized in 3rd quarter 2021, much lower than the 2.6% expected and the slowest p
— Initial and continuing jobless claims hit pandemic era lows as enhanced unemployment benefits fade. — The S&P 500 hit an all-time record high on Thursday bef
— New claims for US unemployment benefits totaled 293,000 for the week ended 0ct. 9, the lowest weekly level since August 2021. — A key gauge of US consumer sentim
We don’t need to know when the good times for the markets will actually end. LNWM CIO Ron Albahary explains why and how our investment process and philosophy keeps our eyes
— The US Congress agreed to raise the federal debt ceiling by $480 billion until Dec. 3; new negotiations will take place then unless a budget deal is reached. — 1
Why the market seems to be getting cold feet as year-end draws closer. By David Baker, Senior Director, Investment Research.
Accelerated inflation, rising interest rates, and supply chain disruptions are all risks we’ve identified previously, with the now familiar debt-ceiling negotiation recently
