Brian Szytel is the Deputy Managing Partner and Co-CIO of The Bahnsen Group.
Jun 21, 2023 • 14 minutes
Brian Szytel here with you today, kicking off the first day of Summer with just what I know you all used to look forward to as kids – discussion on the days market action, Fed comments, and inflation.
Jun 28, 2023 • 9 minutes
The world’s major central bankers convened at the ECB Forum in Sintra Portugal
Jun 29, 2023 • 7 minutes
Good news in markets fueled today's rally and run-up in short-term rates
Jul 5, 2023 • 8 minutes
It was a low-volume trading day following the holiday and the first full trading day in the second half of the year that was modestly negative in stock and bond prices throughout.
Jul 12, 2023 • 7 minutes
Were encouraged to see inflation continuing to move in the right direction
Jul 18, 2023 • 8 minutes
For all those waiting for the data or news indicating some recession shoe to drop we just aren’t seeing it and flows are quietly but steadily moving more toward risk assets with short positions covering
Jul 27, 2023 • 9 minutes
So, while stocks did put an end to a 13-day consecutive advance and the 10 YR is now flirting again with 4%, what we really saw was more support for the soft landing narrative, and candidly, if this is what a recession looks like, I’ll take it.
Aug 8, 2023 • 10 minutes
From what I had initially thought would be a relatively quiet day in markets given the economic calendar, we ended up with a good amount of news to chew through.
Aug 16, 2023 • 11 minutes
Following yesterday’s dismal economic data out in China and the largest rate cut there in 3 years, there was some add-on stress revealed in the real estate and financial markets today.
Aug 17, 2023 • 8 minutes
For all the back and forth on where rates will go, what the Fed will do, and will those things need to get restrictive enough to break something in the economy, so far, it has yet to materialize meaningfully.
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