by Experiential Wealth | Oct 17, 2023 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary
Executive Summary The first half of the year was full of hope that inflation will continue to decelerate and thus the Fed will take its foot off the rate hiking gas. The scenario of a soft landing fast became the (desired) base case. This is the immaculate...
by Experiential Wealth | Jul 12, 2023 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary
2023 Q2 Commentary: Clear as Mud The second quarter data continue to support every market narrative – more noise and few clear signals. The stock market extended its first quarter advance, and the S&P 500 Index in June entered a new bull market (20% above the 2022...
by Experiential Wealth | Apr 20, 2023 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary
2023 Q1 Commentary: Walk and Chew The excitement and relief of “no landing” and “soft landing” in the U.S. during the past 6-months have given way to a hard landing scenario on March 10th when Silicon Valley Bank was shut down by federal regulators. An investigation...
