Recent News and Insights
Market Commentary: August 27, 2026
Last week’s earnings results from several major retailers gave an important fresh look into how U.S. consumers may be feeling—and spending. The major retailers generally confirmed the view of steady consumer spending, reporting solid results. However, as expected, there were some signs of consumers becoming more cautious.
Consumers are still begrudgingly spending more money as inflation rises
MSN - Hank Smith, Director and Head of Investment Strategy, was quoted in an [...]
Hank Smith Lays Out Expectations for Thursday’s PCE Report
New York Stock Exchange - Hank Smith, Director and Head of Investment Strategy, joined [...]
-
It has been 21 days since the inauguration and 1 day since the Eagles won Super Bowl LIX, yet it feels like months of news headlines have occurred. On one hand, as Disruptor in Chief, President Trump has ushered in a period of unprecedented policy uncertainty. On the other hand, his mission is certain and his motives and methods are clear.
Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com Is the "January Effect" real? [...]
Haverford's research and executive leaders analyze the current market landscape and outline key expectations [...]
-
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Post-Election Optimism As we approach the Thanksgiving holiday, [...]
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Stocks Extend Their Gains in Post Election Rally [...]
As we reflect on the third quarter of 2024, we are pleased to share [...]
-
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Don't Let Politics Get in the Way of [...]
-
John Donaldson, Vice President & Director of Fixed Income jdonaldson@haverfordquality.com Crowding Out in the [...]
