Menu
Skip to right header navigation
Skip to main content
Skip to secondary navigation
Skip to primary sidebar
Skip to footer

Before Header

Philadelphia Wealth & Asset Management Firm

Why TBA?
- Why Tower Bridge Advisors?
- FAQs
Who We Serve
People
Wealth Management
- How to Select the Best Wealth Management Firms
Process
Client Service
News
- Market Commentary
Video
- Economic Updates
Contact

Search this website

Click to Call: 610.260.2200
Send A Message
Why TBA?
- Why Tower Bridge Advisors?
- FAQs
Services
People
Wealth Management
Our Process
Client Service
News
- News & Resources
- Market Commentary
Videos
- Economic Updates
Contact

Tower Bridge Advisors

Sorry, no content matched your criteria.

Primary Sidebar

Market Commentary

Latest News

November 25, 2022 – Momentum continues to push stocks towards the upper end of their trading ranges. Investors still have plenty of cash on the sidelines. So long as the dollar and interest rates continue their recent declines, stocks could keep advancing. As stocks start to recoup earlier losses, valuations are becoming quite full again. We examine some relevant questions investors have been contemplating lately.
November 23, 2022 – Stocks continued to rally as fears of recession receded. Earnings reports from retailers were generally positive, reflecting an economy that is still growing. Inflation appears to have peaked. Gasoline prices are down 3% in a week, not bad right before holiday travel starts. In short, investors are still in a good mood. Valuation concerns will ultimately limit the upside from here.
November 21, 2022 – It should be a quiet holiday week with little in the way of important corporate or economic news on the horizon. The big corporate story this morning, is the return of Bob Iger as CEO of Disney. Crypto talk still dominates the front page but has little bearing on overall financial markets.
November 18, 2022 – As we enter the final weeks of a very rough 2022, one must start looking towards 2023. Unfortunately, the outlook is just as cloudy. While the Fed rate hiking schedule will come to an end, previous rate hikes are still cycling through our economy. Seasonality usually favors the bulls following an election and post-Halloween, but that does not always work. In the end, we must see earnings rise to expect gains to advance from here.
November 16, 2022 – Stocks continue to rise on signs of slower inflation, but bargains are disappearing. Even if inflation slows to a pace that allows the Fed to take a back seat, a high P/E and meager earnings growth limit upside potential. At the same time, there is little reason to expect the lows of early October to be violated. As investors see limited upside, the rally of the last six weeks should moderate a bit.
November 14, 2022 – Stocks continued to surge last week after a favorable inflation report. While inflation may have peaked, it remains too high. The fight to bring it down is still going to take a lot of time and will stifle economic growth until it’s over. The recent market surge has diminished the number of bargains that existed when trader sentiment was so negative. Now, amid fair or even slightly expensive valuations, this isn’t the time to chase, even assuming momentum could carry the market a bit further.
November 11, 2022 – Finally, an inflation report for the bulls. Stocks and bonds moved in unison yesterday, with the most oversold areas (Big Tech, REIT’s and Consumer Discretionary) leading the 4%+ surge higher across all indices. Interest rates also collapsed across the yield curve. While clearly a positive inflation update, we caution on expectations for a sudden easing of market conditions.
November 9, 2022 – Stocks continued to rally amid market rotation away from tech. Dow constituent Disney will be a drag this morning after a disappointing earnings report last evening. The next big news for investors to digest will be tomorrow’s CPI report. The election proved closer than most thought, but Republicans seem likely to regain control of the House.
November 7, 2022 – Volatility accompanies change. Investors are accepting that the battle against inflation will take longer than previously hoped. At the same time, the economic impact is stirring a pronounced rotation within the stock market, creating a large number of winners and losers within a choppy market.
November 4, 2022 – Another Fed Day produced another extremely volatile response, this time to the downside. Chairman Powell has been crystal clear for months now. They will beat inflation with little regard to jobs, GDP or other temporary side effects. However, there was a positive bent.

Search this website

Footer

Wealth Management Services

Individuals & Families
Financial Advisors
Institutions & Consultants
Medical & Dental Professionals

Important Links

ADV II & CRS
Privacy Policy

Tower Bridge Advisors, a Philadelphia Wealth and Asset Management firm, is registered with the SEC as a Registered Investment Advisor.

Portfolio Review

Is your portfolio constructed to meet your current and future needs? Contact us today to set up a complimentary portfolio review, using our sophisticated portfolio analysis system.

Contact

Copyright © 2021 Tower Bridge Advisors
Philadelphia Wealth & Asset Management, Registered Investment Advisors

101 West Elm Street, Suite 355
Conshohocken, PA 19428
Phone: 610.260.2200
Toll Free: 866.959.2200

Why Tower Bridge Advisors?
Investment Services
Our Team
Wealth Management
Investment Process
Client Service
News
Market Commentary
Economic Update Videos
Contact