Mueller Financial Services Insights

October 20, 2021 | Market Update

Q3 Earnings Preview: Less Upside

We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings …

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October 18, 2021 | Newsletter

October Newsletter

One constant in life is change. During the past year and a half, we have experienced more change than any …

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October 13, 2021 | Market Update

Answering the Top Debt Ceiling Questions

Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. Markets applauded …

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October 6, 2021 | Market Update

Early Thoughts on 2022

With the fourth quarter underway—historically the best quarter for stocks, by the way—2022 is fast approaching. While a lot can …

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September 29, 2021 | Market Update

To Z or Not to Z: Why the Shape of the Recovery Still Matters

LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75–6.25%. Growth is likely to come in …

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September 22, 2021 | Market Update

Revisiting Our 10-Year Treasury Yield Forecast

Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are …

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September 15, 2021 | Market Update

Policy Risks Loom But Clarity Ahead

Several policy-related risks loom in September and October that may lead to an increase in market volatility. The debt ceiling …

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September 9, 2021 | Newsletter

September Newsletter

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained …

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September 1, 2021 | Market Update

Poking the Bear

First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up …

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August 25, 2021 | Market Update

Why Stagflation Isn’t In the Cards

The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months. …

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August 18, 2021 | Market Update

Corporate America Does It Again

Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly (though we humbly suggest …

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August 11, 2021 | Market Update

Covid Update: Delta Variant Market Impact

The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., …

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August 4, 2021 | Market Update

Five Things to Know Heading Into August

Last week was a huge news week, from the Fed, to gross domestic product (GDP), to a giant week of …

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July 28, 2021 | Market Update

Six Surprises So Far in 2021

2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been …

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July 21, 2021 | Market Update

Midyear Outlook 2021: Picking Up Speed

It is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, …

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