AVIOR INSIGHTS – 7 Market and Economic Insights for the Second Half of 2023
Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the absence of a recession, a more stable banking sector, and a strong rally in tech stocks. The S&P 500 has climbed 16.9% with reinvested dividends this year, while the Nasdaq and Dow have returned 32.3% and 4.9%, respectively. Markets have recovered much of their losses from last...
AVIOR INSIGHTS – What the Fed’s Hawkish Pause Means for Long-Term Investors
At its June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. Since last March, the Fed has raised rates 10 times from zero to 5%, making this the second-fastest rate hike cycle in history. However, some consider the Fed's latest decision to be a "hawkish pause" since policymakers have penciled in two additional rate hikes later this year....
AVIOR INSIGHTS – How Artificial Intelligence, Tech, and Productivity Impact Portfolios
The world has been abuzz over artificial intelligence and the possible benefits and threats....
AVIOR INSIGHTS – Why Stock Market Returns Are Strong Despite Investor Concerns
Investors have grappled with market and economic challenges this year ranging from Fed uncertainty, stubbornly high inflation, the possibility of a recession, a banking crisis, the debt ceiling, ongoing geopolitical tensions, and more....