Published April 3, 2026
Delta Research makes the case below for a sharp rally once the War with Iran ends. Complicating their case is the market’s shift to a flat interest rate environment as hopes for Federal Reserve rate cuts have largely vanished with the war. (more…)
Published February 24, 2023
Below are a couple of articles about markets and the economy we thought you might find interesting. First, Delta Research talks about the benefits of higher interest rates. Second, Franklin Templeton’s ClearBridge Group discusses how housing as an economic driver has evolved from the period of the Great Financial Crisis. (more…)
Published August 12, 2022
The article below from Zacks provides a good overview of the key economic indicators to look for as we move into the second half of the year.
“The Federal Reserve is actively trying to curb demand in the economy by raising rates, and all the talk is about whether they can usher a ‘soft-landing’ without triggering a deep recession. So, the Fed will be a key factor to watch in the second half of the year. But I also have three other economic fundamentals investors should put on their watchlists, as they could be key in determining the path of the economy and markets over the next year. (more…)
Published May 27, 2022
After seven weeks of declines, the stock market finally found some buyers this week. Still, the trend remains down. The comments below from Delta Research provide a couple of charts to frame the recent declines and what might lie ahead for the stock market in the coming months. (more…)