“Things are strongest where they’re broken.” – Louise Penny I began drafting this newsletter about the Federal Reserve in early January. The quote above is from an author I like, and at the time, it felt reflective but abstract. A few weeks later, it became far more literal when my dog injured his leg and … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Squawk Box on March 20, 2023 to share her views on the Fed’s interest rates plan. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand … Continued
January 31, 2023 The path and pace to higher interest rates in 2022 and its impact on the bond market was like a steep and strenuous climb for even the most seasoned hikers. Setting out from the valley floor, at the lowest interest rates in history, the terrain grew quickly and increasingly challenging as the … Continued
On January 20, 2022, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss recent market volatility and possible upcoming Federal Reserve action. In the below clip, she highlights how strong company fundamentals and pricing power will be important considerations when investing this year. Click on the … Continued
On September 16, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again and discussed what positive catalysts investors can look that would help support the stock market. Brenda’s commentary begins at the 2:32 mark in the clip below: The content was produced and provided by an unaffiliated third party … Continued
On September 8th, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again. Brenda addressed what the month of October could bring for markets with more information coming out of the Federal Reserve and as conference season kicks off for companies. Her commentary begins at the 0:58 mark in the … Continued
On August 31, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again. In the below clip, Brenda discusses what market and economic developments could trigger a 5% pullback and how the Federal Reserve’s future actions could play a big role. The content was produced and provided by an unaffiliated … Continued
July 29, 2021 With the arrival of summer and the improving post-COVID re-opening well underway—despite the recent concerns about the Delta variant—there is increasing optimism in the air. People are planning social events and booking travel again. Employees are heading back to work, and consumers are spending. Economic data generally looks strong, and prices are … Continued
July 29, 2021 For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low. And yet, even as central bank balance sheets ballooned—and in turn … Continued
On July 14, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program as a guest commentator once again. She discussed investing through possible volatility as the Fed starts to taper their bond buying program and as true inflation numbers start to appear. Brenda’s comments begin at the 2:01 mark below: The … Continued