On April 30, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again. In the below clip, Brenda discusses the continued growth of the e-commerce space, as well as the corporate earnings expansion that is starting to materialize and expected to continue as the year progresses. The content was produced … Continued
Following the market’s swoon last year, many investors became convinced that a recession was lurking right around the corner. After all, the stock market has proven to be a fairly reliable leading indicator before – and a steep sell-off is rarely just noise. Yet, the Federal Reserve quickly reversed course, stock markets responded with their … Continued
Following very strong third quarter stock market returns, volatility in October has picked up significantly, culminating this week with a correction that caused the S&P 500 to move into negative territory for the year. Given the severity of the sell-off, (down 10% since late September) as well as the significant daily volatility, we thought you … Continued
The familiar admonition, “Be careful what you wish for, lest it come true,” is age-old and universal, having been told in many forms throughout history from Greek mythology, to Chinese proverbs, to great works of English literature. Despite this inherent knowledge in our collective memories, it is simply human nature to ignore such advice and … Continued
In the months leading up to the presidential election, and now almost one year into President Trump’s term, there has been a great deal of ongoing speculation about how this President and Congress might influence the financial markets. In particular, and top of mind for many market participants, is the degree to which potential tax … Continued
The third quarter marked one of the least volatile market environments since 1971 as the S&P 500 did not move over 1% from close-to-close for 43 consecutive days. Few would have predicted such an outcome given Great Britain’s vote to leave the European Union two weeks before the quarter began, sparking a brief pullback and … Continued
When the Federal Reserve ended its stimulative bond buying program, commonly known as “Quantitative Easing”, some investors questioned whether the U.S. economy would be able to support itself without additional stimulus. Since that time, the economy has continued to grow, albeit at a slow pace, and global equity markets have slogged through a volatile period … Continued
The British Are Leaving! The British Are Leaving! Following months of debate on the potential impact and ramifications of membership in the European Union, the people of the United Kingdom voted last night to ‘leave’ in a historic referendum. Global markets have responded significantly to the downside, a move exacerbated by poorly interpreted polling data … Continued
It has been almost seven years since the world’s economy and markets reached their global financial crisis lows. Since then, domestic stock and bond markets have recovered strongly but the economic cycle has been slow to progress, and the pace of growth has been disappointing relative to previous economic recoveries. In this lower-for-longer growth environment, … Continued
“What good is the warmth of summer, without the cold of winter to give it sweetness?” – John Steinbeck Living in the Bay Area we can easily forget just how harsh winter can be. However, when economic trends began to suggest the U.S. economy was destined for another round of negative first quarter GDP, it … Continued