Insights

skyview investment advisors clients

 Dr. Harry Markowitz, Andy Melnick, and Steve Turi discuss investments.

THE NORTH AMERICAN DECADE?—INDUSTRIAL POLICY LEADS TO REPATRIATING ASSEMBLY AND DISTRIBUTION FACILITIES— ENHANCED REGIONAL SUPPLY CHAIN RESILIENCE--HIGH LABOR COST MANUFACTURING RESHORED TO MEXICO—BENEFITS LONG-TERM INVESTMENTS IN AUTOMATION/AI-- NORTH/SOUTH LOGISTIC SYSTEMS/DIRECT CARRIERS--MEXICAN STOCKS--SELECT EMERGING MARKET FUNDS

The North American Decade—Industrial Policy-Rebuilding Assembly, Manufacturing and Distribution in North America

This Commentary, along.. Read More »

TAX HIKES COMING?--CURRENT TAX LAW SUNSETS IN 2025— 2024 ELECTIONS KEY TO FUTURE TAX LAW CHANGES—FISCAL LIMITS FOR DEFENSE AND SOCIAL SPENDING—RAPIDLY RISING INTEREST COSTS AND DEFICITS - PRESSURES FOR NEW REVENUE SOURCES--VALUE ADDED TAX IN OUR FUTURE?--FED PIVOT—LENGTHEN FIXED INCOME DURATION

Current Tax Law Sunsets in 2025--2024 Elections Key to Future Tax Changes Next year’s elections will prove crucial for investors as the 2017 Tax.. Read More »

Fed Rate Cut Late In First-half Of 2024?---creates Reinvestment Risk For New Short-term Investments Made Early In 2024 –record Budget Deficits--higher Rates For Longer—end Of Abnormal ”cheap Money” Era?—attractive Real Long-term Treasury Rates—2017 Tax Law Expires In 2025—2024 Elections Key To New Tax Legislation—

Higher for Longer—The Likely First Rate Cut—Reinvestment Risk for Treasury Bills Follows

Our previous Commentaries focused on how the.. Read More »

FED A HAWKISH HOLD—OCTOBER/NOVEMBER FED MEETING LIKELY ANOTHER HOLD—BUT A CLOSE CALL—FED HIGHER FOR LONGER---RATE CUT UNLIKELY BEFORE SECOND QUARTER— HIGHER RATES, LONGER REFLECT ECONOMIC RESILIENCE

OCTOBER/NOVEMBER RATE DECISION WILL LIKELY DEPEND IMPORTANTLY ON THREE CPI AND FOUR PCE PRICE INDEX REPORTS PRECEEDING THAT MEETING—CLOSE CALL.. Read More »

Fed Manages Unprecedented Tightening Cycle—core Inflation Outlook Trending Favorably--declining Wage Increases Will Likely Reflect Pass-through Of Lower Future Inflation—history Shows Relative Stable Equity Markets In Presidential Election Year — July Funds Rate The Peak Rate?—peak Rate Continues Some Time Into 2024

Fed Manages Unprecedented Tightening Cycle—so Far Successfully---reduced Inflation While Unemployment Remained Historcally Low

The Recent.. Read More »

Economic Momentum Perplexes Forecasters—interest Sensitive Sectors Defy Fed’s Rate Increases--consumer Spending Slowed After January—dwindling Excess Consumer Savings Clouds Holiday Spending— Encouraging Inflation Signs—could July Rate Hike Be The Peak?

Economic Momentum Perplexes Forecasters

The Covid Pandemic Caused, In Part, Disruptions And Accelerated Changes That Continue To Puzzle.. Read More »

Post-covid Disruptions Produce Both Greater Economic Uncertainties And New Investment Opportunities—excess Savings Supports Consumer Spending Through The Holiday Season——fed Should Stabilize Inflation By Setting A Range Rather Than A Single Point Inflation Goal—investors Should Expand Ther Focus Into 2024 To Take Advantage Of Narrow Breadth Market Rally

Post-covid Disruptions Produce Greater Economic Uncertainties

The May Jobs Report Surprised Everyone By Substantially Exceeding All.. Read More »

Fed Dancing Between The Raindrops—fighting Inflation While Avoiding Economic Hit—5-5.25% Likely Peak Funds Rate--core Services Inflation Trending Lower—positive Impact On Pce Price Index--shelter Inflation Likely Trending Lower In The Second Half— Positive Impact On Cpi

Fed Dancing Between The Raindrops—fighting Inflation—avoiding Recession— Fed To Keep Funds Rate Steady Until Year-end—strongly Committed.. Read More »

Debt Ceiling--april Tax Collections Fall Short—debt Ceiling X-date Moves Closer—slim Republican Majority—swing District Republicans Likely To Vote For A Higher Debt Ceiling--debate May Increase Equity Market Volatility—seek Out Investment Opportunities That May Result

Debt Ceiling Uncertainties—extraordinary Measures Will End Soon

Uncertainty Continues To Grow Concerning The Outcome Of The Debt Ceiling.. Read More »

Fed “may’ In May—powell No Rate Cuts This Year-- Markets Look For Cuts At Every Fed Meeting— Systematic Cause For Bank Deposit Runs, The Fed Itself-- Reduced Mid-sized Bank Deposits Restrain Credit And Economic Growth--a Shortage Of Growth Favors Growth Equities—focus On Upcoming Banks Quarterly April Earnings Releases—commercial Real Estate Loans Dominate Mid-sized Banks—most Mid- Sized Banks Meet Federal Risk Tests——fed Needs To Catch Up To Systematic Communications Revolution

Fed “may” In May, Rates Peak, Powell No Rate Cuts This Year, Financial Futures Markets Look For Rate Cuts At Every Fed Meeting Post.. Read More »