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A Boring Week -- But Boring Can Be Good
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This week's market action was pretty boring.
But after a volatile first three months of the year, we are actually happy to see calmer waters in the stock market seas!
All the major indexes were up at least a fraction of a percent this week, with the small cap Russell 2000 index showing outperformance and gaining more than 2% in value over the last week. What's more, we saw the VIX (the volatility index) tick below 18 this week. We haven't seen that low of a volatility print in some time now, suggesting that investors are becoming more comfortable with the market environment.
On this week's episode, CEO Noland Langford and Director of Research, Brian Dress, discuss the week's market events. We have noticed that despite the volatility of the year, where we are seeing steadiness is in the bond markets. Credit spreads have remained narrow in the face of all the recession talk you hear in the media, which suggests to us that things are looking up for 2023 and beyond.
We are moving swiftly into the teeth of earnings season, which began with earnings reports from the world's major banks. Noland shares with us some of the areas he will be watching as we process the deluge of earnings -- tech (specifically the "FANG" stocks), along with financials and small to mid-cap stocks.
Topic 1: A Boring Market -- But Boring Can Be Good Topic 2: Preview of the Q1 Earnings Season
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