Published November 28, 2025
Market volatility shot higher recently only to just as quickly subside. Delta Research outlines the reasons for the volatility and subsequent settling. (more…)
elevated valuations
Corporate Earnings Expectations
Published March 29,2024
Below we offer a couple of perspectives on the current stock market and outlook for interest rates. Rate expectations have been a key driver for stocks over the past couple of years. First up, comments from Barron’s on the other driver of markets – the outlook for corporate earnings. That is followed by economist Claudia Sahm’s thoughts on how the Fed should approach the current economic environment, as investors look for upcoming cuts in short-term interest rates. (more…)