Category: Market Commentary

Market Commentary

3Q21 Market Outlook

Benchmark Chief Investment Officer, John Swift, provides his insight into the economy and markets for the 3rd quarter of 2021.

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Market Commentary

3Q21 Market Outlook

Benchmark Chief Investment Officer, John Swift, shares his outlook on inflation and technology stock trajectory in light of coronavirus vaccination efforts and fiscal spending.

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Market Commentary

Inflation and Technology

Benchmark Chief Investment Officer, John Swift, shares his outlook on inflation and technology stock trajectory in light of coronavirus vaccination efforts and fiscal spending.

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Market Commentary

2Q21 Market Outlook

Benchmark Chief Investment Officer, John Swift, provides his insight into the economy and markets for the 2nd quarter of 2021.

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Market Commentary

Revenge of the Bond Nerds

The conditions that precede a battle with the bond vigilantes are high deficits coupled with what is viewed by the bond market as excessive spending. Against that backdrop you can understand the recent spike in yields across the intermediate and long end of the yield curve.

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Market Commentary

The Case For Equities

As investors look ahead, it is important to consider fiscal stimulus, interest rates, recent corporate earnings, as well as the direction of COVID-19 cases.

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Market Commentary

2021 Market Outlook

Benchmark Chief Investment Officer, John Swift, shares his outlook for the markets and economy in 2021. COVID-19 will continue to be an ongoing concern, however, we see opportunity as we continue to reopen the economy.

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It Is Always Darkest Before Dawn

The English theologian and historian Thomas Fuller is the first person to commit the notion that ‘the darkest hour is just before the dawn’ to print. His religious travelogue A Pisgah-Sight of Palestine And the Confines Thereof, 1650, contains this view: “It is always darkest just before the Day dawneth.”

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