Outlook

The "January Effect" is a well-known market phenomenon with a reasonable amount of logic behind it.

The reliance on manual scheduling methods at Southwest Airlines highlights the importance of investing in digital solutions that can help airlines adapt to changing circumstances and optimize their operations.

Value-oriented stocks may be in better shape to withstand a slowdown

We have now come to recognize that inflation - the first derivative of prices - may be above the Federal Reserve's 2% target for some time. Hoping for a quick reversion to stable prices is largely futile, so instead we are focusing more on whether inflation is slowing.

As we look back at our best and worst calls of 2022, it seems like an opportune time to reassess the market's behavior and our own understanding of it. Despite some predictions being correct, we wish we were more emphatic about others.

The Fed stuck to its higher-for-longer stance, with Chairman Jerome Powell reiterating that taming inflation remains a priority, while Chinese markets rallied after easing of their strict 'zero Covid' policy.

Homebuilders curtail their operations with weakening earnings prospects

What is behind the UST market's odd response to the Fed meeting?

The bond market is more dovish than the Fed

The financial markets are complex systems

Inflation remains elevated and economic growth expectations are subdued