BCM 4Q22 Market Commentary—Entering the Year Cautiously Contrarian: Considerations of Key Market Levers and Emerging Opportunities

What a difference a year makes. In hindsight the markets entered 2022 on an unstable precipice. Conversely, 2023 is beginning to look like a valley, with much of the prior excesses already stamped out in a…

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COVID Restrictions Remain Widespread in China, Earnings Revisions Aren’t Hitting All Sectors Equally, Black Friday Recap

COVID Restrictions Remain Widespread in China, Earnings Revisions Aren’t Hitting All Sectors Equally, Black Friday Recap

Covid restrictions remain widespread in China, now impacting nearly 60% of economic output. Increasing covid restrictions have coincided with falling oil prices. Earnings estimates for large U.S. stocks...