Markets and Economy On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
March 18, 2025
Markets and Economy
What the narrow market means
July 25, 2024
The top holdings in the S&P 500® Index have been generating a sizeable portion of the market’s gains. This narrow leadership casts doubts on the durability and strength of the market’s rebound. But on the bright side, this narrow market looks quite different than the stock market bubble of 1999. So where do we go from here? Market participation has tended to broaden as economies recover from weak environments.
Get my analysis in my chartbook: What the narrow market means.
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