CCM Commentary Q1/2023
MARKET SUMMARY: Stock investors have been nervously awaiting it for months, and after a series of Federal Reserve interest rate hikes something finally broke. [...]
The Long View: Stock and Bond Performance Since the Financial Crisis
2022 will go down in history as perhaps the worst year for the combined performance of the stock and bond markets. With S&P 500 [...]
CCM Commentary Q4/2022
MARKET SUMMARY: Stocks halted their losing streak in the fourth quarter of 2022, as encouraging signs of easing inflation and the hope for a [...]
CCM Commentary Q3/2022
MARKET SUMMARY: S&P 500 stocks declined 4.8% in the third quarter, marking their third consecutive losing quarter in 2022 and bringing their loss for [...]
US Economic Update August 2022
Jackson Hole Reality Check The August speech at Jackson Hole by Federal Reserve Chairman Jerome Powell turned the tide on US markets. Many market [...]