Welcome to the Dana Viewpoint Blog. Our team has been writing the Dana Viewpoint Newsletter for over 30 years. The Viewpoint originally started as our monthly newsletter to clients covering a variety of topics related to the markets or economy with either a provocative or random thought ending the communication. Over time we realized that traditional channels and the speed of communication have evolved, so we have created the Dana Viewpoint blog to quickly and efficiently pass along our thoughts with investors. To gain intriguing and useful insights please read below and subscribe to our Dana Viewpoint Blog. Subscribe Here
The 12 Predictions of 2024 December 21, 2023 Dow: 37,404 Loosely modeled on the 12 days of Christmas. The labor market will remain strong. Job growth has been above trend post Covid, and we expect that to continue. The gap between job openings a …
Thankfulness November 28, 2023 Dow: 35,417 It should not be cliché to say that we have much to be thankful for. We live in the democracy that has led the world for most of the past one hundred years. Our economy has continued to thrive on innovation. A …
The Pause That Refreshes September 27, 2023 Dow: 33,550 We all know market corrections are normal. Look at a long-term chart of almost any stock or market index – they invariably look like some sort of a serrated knife held at an upwardly sloping angle …
Almost There August 3, 2023 Dow: 35,216 Are we there yet? Ok maybe we are there. The “there” being the end of the Federal Reserve interest rate increases. Inflation is coming down, the economy is still growing, unemployment has not increased meaningful …
Stuck in the Middle With You May 30, 2023 Dow: 33,042 We refer to the title of a 1973 hit song by Stealers Wheel. This has to be the way Jerome Powell, or any Federal Reserve Chair, feels at turning points in the rate cycle. “Clowns to the left of me, …
Show Me the Money April 11, 2023 Dow: 33,684 The depositors in many regional banks seemed to echo Cuba Gooding Jr’s famous line from the movie Jerry Maguire, “Show me the money.” The bankers’ response seemed to echo Jimmy Stewart’s from It’s a Wonderfu …
Good News is Good News February 22, 2023 Dow: 32,875 In the markets, sometimes good news is bad news and bad news is good news. Stick with us here. Market movements always factor in expectations, or more specifically, changes in expectations. When a co …
Playing to Our Strengths in a Fed-Dominated Fixed-Income World We closed out 2022 with one of the biggest and best sporting events worldwide – the World Cup. While the game of soccer sometimes catches some flak for its lack of scoring and hard-hitti …
Demand is not the Problem December 28, 2022 Dow: 32,875 We have heard a lot about the demand side of the economy from the Federal Reserve this year. However, we almost never hear about the other side – the supply side. Jerome Powell has said that we ha …
Faceoff November 22, 2022 Dow: 34,098 The faceoff between Jerome Powell and the U.S. economy continues. At this point, just maybe the economy is gaining the upper hand. Despite four consecutive 75 basis point increases in the Fed Funds rate this year …