Bloomberg: A Divided Fed Raises Questions About Future Cuts
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
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https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding
September holds its notorious history of challenging stocks. How could interest rate cuts affect the
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut
Prices of many services are heating up again. Last week, we learned that the Fed’s
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added
The economy and inflation are lining up as investors hoped they would. All eyes were
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had
Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner
https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention
Stock investors may want to brace for some bumps in the road. After months of
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for
Is the Fed’s battle to contain inflation finally done? The market seems to think so.
OVERVIEW During the second quarter of 2023, several key equity market indices built on their
https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review
The housing market is the latest economic indicator to light up the charts? One of
The positive surprises in the labor market just keep on coming. Job creation in the
CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First
Overview The idea that the financial markets “climb a wall of worry” by showing resilience
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”
Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an
CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation
Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his
Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is
CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as
Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.
Wall Street adds to gains following surge in Chinese markets
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Categories
Topics
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.
September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is a good economy. Chief Investment Officer Scott Ladner joins Fox
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of
Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months of 2023. The S&P 500 index of large-company stocks rallied
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears
Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on raising rates. Watch Video
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had lifted stocks higher for much of the year. The major
Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner predicts ‘problems’ with small and mid-capital businesses amid high Fed
https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the third quarter of 2023 and provide a market outlook.
Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were not hurt on the input side of the inflation equation,
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s
Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg to discuss the upside in markets, cyclical commodities, Japan’s corporate
https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for Fed and monetary policy, and our positioning across equities and
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind soft August, and artificial intelligence.
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention will be focused on Wyoming this week, where the 46th
Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that
https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today, takeaways from earnings season, and under-the-radar macro themes we are
CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for the Fed.
Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest
OVERVIEW During the second quarter of 2023, several key equity market indices built on their gains from the prior three months (see Exhibit 1). For
https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the second quarter of 2023 and provide a market outlook.
The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new
The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s
CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation, equity allocations, and the current market environment. https://youtu.be/Sjn6C0NsP9g
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have
Overview The idea that the financial markets “climb a wall of worry” by showing resilience in the face of significant challenges was fully displayed during
Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of Portfolio Management
Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the Federal Reserve Board created
CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation on earnings and his thoughts on the economy and a
Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his thoughts on particular sectors. Watch the Video
Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is the time to invest in tech stocks on ‘The Claman
CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as he joins Maria Bartiromo on Fox News Media
Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.
Wall Street adds to gains following surge in Chinese markets
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.