Valueline Geometric Index Tag

Will They or Won’t They?

08 Mar, by Steven Vannelli, CFA in Markets, News

The Federal Reserve has all but cemented expectations for a 25bps rate hike next week. But, events have changed a lot in the last couple weeks that raise a faint hint that the Fed may not hike, despite elevated, persistent inflation. What makes us question whether...

Mid-Quarter Update: What Does Transitory Mean?

02 Sep, by Steven Vannelli, CFA in Economy, Markets, Portfolio Management

In this Mid-Quarter Update, we discuss our analysis on the following topics: -Recent readings on consumer confidence have rolled over. The surveys are validated by the stagnation in real consumer spending in the last few months. -In conjunction with the slowdown in house sales and durable goods...