Market Commentary
Downshift in U.S. Growth But Still Above Trend
Submitted by Flynn Zito Capital Management on March 7th, 2022We currently expect the U.S. economy to grow 3.7% in 2022. The risks are to the downside since the Fed may err on tightening too fast, the recent commodity spike may trickle down to the U.S. consumer, and supply and demand imbalances may last longer than expected. This forecast is lowered from our previous 4-4.5% range originally published in Outlook 2022: Passing the Baton.
How Soon Are Rate Hikes Coming?
Submitted by Flynn Zito Capital Management on February 28th, 2022With inflationary pressures running higher than many central bankers are comfortable with, calls for interest rate hikes have become louder. A number of important central bank meetings are set to take place in March including the Federal Reserve, European Central Bank, Bank of Canada, Bank of England, and the Reserve Bank of Australia, to name a few.
Strong Earnings Momentum To Start 2022
Submitted by Flynn Zito Capital Management on February 22nd, 2022The Valentine's Day Index
Submitted by Flynn Zito Capital Management on February 14th, 2022Which Region Will Get the Gold in 2022?
Submitted by Flynn Zito Capital Management on February 7th, 2022Sustainable Investing Year in Review
Submitted by Flynn Zito Capital Management on January 31st, 2022Potential Catalysts For a Turnaround
Submitted by Flynn Zito Capital Management on January 24th, 2022After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. After more than doubling off the pandemic lows in March 2020, without anything more than a 5% pullback in 2021, stocks probably needed a break. That doesn’t, however, make this dip feel much more comfortable.
Don't Expect the Fed to End This Bull Anytime Soon
Submitted by Flynn Zito Capital Management on January 18th, 2022The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Here we take a look back at historical performance for stocks before, after, and much after initial Fed rate hikes to help reassure any nervous investors out there.
CAN CORPORATE AMERICA KEEP IT ROLLING?
Submitted by Flynn Zito Capital Management on January 10th, 2022Corporate America has been on quite a run. Coming into 2021, S&P 500 Index companies were expected to generate less than $170 in earnings per share. As 2022 begins, it looks like that number may end up higher than the latest LPL Research estimate of $205, one of the biggest earnings upside surprises ever and a big reason why stocks did so well last year.