RTN Investment and Retirement Group

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2024

April 8, 2024 – WHAT TO WATCH THIS EARNINGS SEASON

April 1, 2024 – IPOs AS A MARKET TELL

March 25, 2024 – NAVIGATING THE STRATEGIC INVESTING LANDSCAPE

March 18, 2024 – A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS

March 11, 2024 – GOLD SHINES BRIGHTER THAN EVER

March 4, 2024 – SUPER SIX DRIVES SOLID EARNINGS SEASON

February 26, 2024 – BUYBACKS ARE BACK

February 20, 2024 – TREASURIES: WHO’S BUYING AND WHY IT MATTERS

February 12, 2024 – OUTLOOK FOR U.S. ECONOMY CONTINUES TO BRIGHTEN

February 5, 2024 – WILL THE JANUARY BAROMETER COME THROUGH?

January 29, 2024 – IS TOO MUCH OPTIMISM PRICED IN?

January 22, 2024 – WILL SHIPPING DISRUPTIONS ALTER FED PLANS?

January 16, 2024 – MAGNIFICENT SEVEN AND MARGINS ARE KEYS TO Q4 EARNINGS SEASON

January 08, 2024 – CHINA 2024 FACES DEMANDING CHALLENGES

January 02, 2024 – LESSONS LEARNED IN 2023


2023

December 18, 2023 – KEY EQUITY THEMES FOR 2024

December 11, 2023 – DISCORD IN THE OPEC+ OIL PATCH

December 4, 2023 – MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

November 20, 2023 – ANATOMY OF A MARKET RALLY

November 13, 2023 – IS THE STOCK MARKET CORRECTION OVER?

November 6, 2023 – CAN MUNI INVESTORS CATCH A BREAK? WE THINK SO

October 30, 2023 – POSSIBLE HALLOWEEN SCARES FOR MARKETS AND THE ECONOMY

October 23, 2023 – CAN SOMETHING GOOD COME FROM A CRISIS?

October 16, 2023 – EARNINGS HOPE TO KEEP THIS ONE-YEAR-OLD BULL MARKET GOING

October 9, 2023 – HIGHER FOR LONGER—UPDATING OUR TREASURY FORECAST

October 2, 2023 – PROSPECTS FOR A FOURTH QUARTER RALLY

September 25, 2023 – IS INDIA THE NEW CHINA?

September 18, 2023 – BUY JAPAN, HOLD U.S., SELL EUROPE

September 11, 2023 – THE GROWING LIST – AND POLITICIZATION – OF BRICS AND FRIENDS

September 5, 2023 – WHAT IS NORMAL?

August 28, 2023 – LESSONS LEARNED FROM THE GRAND TETONS

August 21, 2023 – PULLBACK PERSPECTIVE

August 14, 2023 – HOW THIS U.S. DEBT DOWNGRADE IS DIFFERENT FROM 2011

August 7, 2023 – KEY EARNINGS SEASON TAKEAWAYS

July 31, 2023 – A CLOUDY OUTLOOK MAKES FOR CHOPPY MARKETS

July 24, 2023 – (STILL) WAITING ON THE FED

July 17, 2023 – EARNINGS NEED TO DO SOME HEAVY LIFTING TO KEEP THIS RALLY GOING

July 10, 2023 – MIDYEAR 2023 OUTLOOK – THE PATH TOWARD STABILITY

July 3, 2023 – CAPITAL MARKETS: THE ESSENCE OF AMERICAN CAPITALISM

June 26, 2023 – NEW BULL MAY NEED A BREATHER

June 20, 2023 – MARKET RESPONSES TO FED (IN)ACTION

June 12, 2023 – FOMC PREVIEW: SKIP, PAUSE, OR HIKE?

June 5, 2023 – CLOSING OUT OUR EQUITIES OVERWEIGHT

May 30, 2023 – HOW MUCH OF A PROBLEM IS CONCENTRATED LEADERSHIP?

May 22, 2023 – WILL HISTORY RYHME? A FED PAUSE HAS BEEN GOOD FOR FIXED INCOME

May 15, 2023 – EARNINGS UPDATE: BETTER THAN FEARED UNDERSELLS THESE RESULTS

May 8, 2023 – KING DOLLAR STILL RULES

May 1, 2023 – SELL IN MAY?

April 23, 2023 – DRAINING THE LIFEBLOOD OF THE ECONOMY

April 17, 2023 – A CLOSER LOOK AT COMMERCIAL REAL ESTATE

April 10, 2023 – EARNINGS PREVIEW—MALAISE CONTINUES

April 3, 2023 – WHO IS RIGHT, FED OR MARKETS?

March 27, 2023 – THE 36-HOUR SVB COLLAPSE AND HIERARCHY OF BLAME

March 20, 2023 – WADING THROUGH FINANCIAL STABILITY RISKS: AN ACTION PLAN

March 13, 2023 – LATEST EQUITY ASSET ALLOCATION VIEWS

March 6, 2023 – NO LANDING = NO SENSE

February 27, 2023 – DEBT CEILING PRIMER

February 21, 2023 – WHAT’S CHANGED AND WHAT IT COULD MEAN

February 13, 2023 – TRYING TO STICK THE LANDING

February 6, 2023 – BRIGHTENING OUTLOOK FOR INTERNATIONAL EQUITIES

January 30, 2023 – WILL JANUARY HIT THE TRIFECTA?

January 23, 2023 – A FEISTY BULL-BEAR DEBATE

January 17, 2023 – Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

January 9, 2023 – LESSONS LEARNED IN 2022

January 3, 2023 – 2023 MARKET OUTLOOK


2022

December 19, 2022 – HISTORIC YEAR FOR CENTRAL BANK ACTIVITY

December 12, 2022 – DECEMBER DOWN BUT NOT OUT

December 5, 2022 – RESILIENT CONSUMERS HAVE NOT SAVED RETAIL STOCKS

November 21, 2022 – PLAYBOOK FOR A FED PIVOT

November 14, 2022 – HIGH INFLATION AND RISING RATES SUPPORTED VALUE IN 2022

November 7, 2022 – HOW MIDTERM ELECTIONS MAY MOVE MARKETS

October 31, 2022 – FEDERAL RESERVE PREVIEW: TRICK OR TREAT?

October 24, 2022 – THREE THINGS TO KNOW ABOUT RECESSION

October 17, 2022 – LOW BAR FOR EARNINGS SEASON

October 10, 2022 – POCKETS OF VULNERABILITIES

October 3, 2022 – MARKETS ON WATCH AS XI JINPING’S INFLUENCE TO BE TESTED IN OCTOBER