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Market Commentary

Trade Notice: BlackRock Standard Model 10/19/2023

The ghost of Septembers past haunted markets once again in 2023. This notoriously weak seasonal period – combined with rising rates and declining liquidity – saw stock and bond prices press lower but this also creates opportunity.

Trade Notice: BlackRock Standard Model 7/20/2023

Stocks have climbed a formidable wall of worry since March. Events that would have whipsawed markets and maybe even instigated a recession in the past, were instead treated as only mildly irritating speed bumps. Banking crisis? ‘No big deal.’ Congress flirting with default? *Yawn*.

Monroe Wealth Management Portfolio Allocations & Insights 10/24/22

We have been strategically cutting risk and pruning active bets (exposures that deviate from the benchmark) across our models since the middle of last year, citing heightened market risks as the Fed commenced its tightening campaign.

August Market Commentary: Will a Month of Fresh Data Change the Fed’s Aggressive Stance?

July marked the best month for the markets since November 2020.

June Market Commentary: Lions and Tigers and Bears, Oh My

The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The question for investors is: Are we still deep in the forest? Or is that the Emerald City on the horizon? To extend the metaphor – that wizard wasn’t much help, and the solution to the problem turned out to be a liquidation.

May Market Commentary: The Fed Owned It, But Can They Control It?

COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation, and the resulting amping up of the Fed’s intentions on rate increases moved distinctly into the foreground.

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