Published August 16, 2024
It was only one week ago that markets came unglued as fears of a “hard landing” coupled with a Japanese Yen market shocker to unnerve investors. But that was last week. Here is Delta Research’s take on the recent market and economic action:
“The market is resilient. (more…)
Published February 17, 2023
Below, our friends from Delta offer a summary of recent data which shows the economy being stronger than many expected. But that strength is pushing interest rates upward in a renewed push. The upward thrust in rates could well undo the stock market rally so far in 2023. Broad market analysts remain very split over the outlook for the economy and markets. We think now is a particularly important time to have a tactical approach to investing, with the ability to quickly adjust to changing conditions. Our models offer just such an approach. (more…)