Stableford Capital Insights

Things are going well, no doubt. But is all as well as it seems? Once again equities are very narrow, with a handful of large capitalization stocks leading the charge. Read the January Market Commentary for a detailed overview of the situation.

Equities rebound, defensive rotation under the index headline return and nominal rates increase in December. The December Stableford Marketing Commentary explains it and more.

What’s behind the bounce back of equities, the rise in nominal rates, and the gap between real rates and nominal rates? And, what does it mean for future investments and the economy? Are we in for strong growth or a slowdown? The October Stableford Marketing Commentary explains it and more.

Despite a hot economy, two months of strong numbers and the potential for re-acceleration in inflation Fed Chair Jay Powell chose to ignore the unruly data points during the March Fed meeting presser. All this jawboning kept rates subdued during March. Ten-year U.S. Treasury yields fell 5 basis points.

The economy is performing better than expected by most measures. Equities reflect this. However, they are starting to feel a bit stretched on valuation, driven by the promise of “AI”. Read the February Market Commentary for a detailed overview of the situation.

The wild ride continues with the markets rising and dropping. After jumping 8.6% from the lows of March the S&P 500 again reversed course and dropped another 8.8% in April to finish -13% year-to-date.

It’s been a wild ride with the markets dropping and rising. The March Market Commentary will walk you through the ups and downs and try to help explain what is going on.

Within our post-pandemic, recovering economy there are serious predictions of inflation. Learn what the different types of inflation mean for you and your investments. Work with Stableford Capital to prepare