Blue Marlin Advisors – Last full trading week brings excitement!
U.S. equity indices ended the week with mixed performance and Treasury yields rose after the latestCPI data revealed that inflation...
Blue Marlin Advisors – Portfolio Positioning for 2025
As investors continue to prepare their porfolios for 2025, one area of focus on our part is investments in the...
Blue Marlin Advisors – Fed’s Inflation Gauge Says Reallocate Portfolios Now
The Fed's favored inflation gauge, the PCE, is just about begging investors to wake up to the higher for longer...
Blue Marlin Advisors – Central bank decisions and inflation data headline the week
The S&P500 index closed at a record high for a second straight week, rising 1% after U.S. employment data boosted...
Blue Marlin Advisors – US Jobs now in focus
This week brings the U.S. jobs reports, which will be crucial for the Fed’s next interest rate decision. The labor...
Blue Marlin Advisors – Portfolios that prosper during inflation
Inflation is going back up (after dropping from 9% in 2022 down go 2% this year). Aware investors can position...
Blue Marlin Advisors – The Fed Admits to Inflation Shocks Increasing
Even the Fed is admitting that risks for inflation shocks to the upside are rising. Markets are noticing and the...
Blue Marlin Advisors – Post-election bid losing steam
The post-election rally lost steam last week amid rising interest rates and less dovish commentary from Fed Chair Powell, sending...
Blue Marlin Advisors – Is the Market Fully Priced?
US risk asset markets (stocks) continue to act well overall but the question now begs whether stocks are now fully...
Blue Marlin Advisors – The Trump trade is on!
U.S. equity indices and other risk assets soared after Donald Trump was re-elected as President and the Federal Reserve cut...
Blue Marlin Advisors – Investors pile into markets in years following US elections
On average, investors tend to pile back into US stocks in the year following a US Presidential election. It's an...
Blue Marlin Advisors – All eyes on U.S. elections, FOMC
Most U.S. equity indices finished lower as investors digested a slew of mixed economic and corporate earnings reports. The S&P500 and...