Recent News and Insights
Doubts Persist About Whether Fed Chair Nominee Warsh Will be Independent, CNBC survey finds
CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
Market Commentary: April 22, 2026
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Resilience, Geopolitics, and the AI Earnings Boom Markets [...]
The S&P 500 closed Friday down for the week, but remains just 3% off its all-time high set only nine days prior. However, it may feel worse. Keeping pace of headlines during the past month has been difficult and discerning the news from the noise even more so. The news cycle and markets are moving so quickly, it’s like listening to an audio book set at 2x read-back speed; as hard as you try to follow the narrator, it’s just too fast to keep up.
-
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 [...]
