John Norris (00:30): Well, hello again, everybody. This is John Norris at Trader Perspectives. As always, we have our good friend Sam Clement. Sam, say hello. Sam Clement (00:36): Hey John. How are you doing? John…
Thought Leadership
We believe communication is the key to successful client relationships. While sharing useful information is beneficial, regardless of source, Oakworth believes in the value proposition of developing and having its own experienced financial professionals and ideas. By generating our own market commentaries, economic newsletters, topical subject analysis and serials, and even conversational podcasts and videos, our clients know we are using our knowledge, creativity and experience to help them succeed.
Listen to the full episode, here. John Norris (00:31): Well, hello again, everybody. This is John Norris at Trading Perspectives. As always, we have a good friend, Sam Clements. Sam, say hello. Hey Sam Clement (00:36): …
Macro & Market Perspectives
Letter From Our Chief Investment Officer, John Norris – 2nd Quarter of 2026
If you had told me on February 27, 2026, the U.S. would start a war with Iran the next day and the S&P 500 would rally over 15% during the second quarter of 2026, I would…
Unless global tensions dramatically flare up again, crude oil prices could stay lower than they were during the worst of the recent crisis in Iran. This could result in reduced inflation expectations moving forward. If so,…
MARKET RESILIENCE DESPITE HEADLINES Despite turmoil in the Middle East. Despite higher oil prices throughout much of the quarter.(1) Despite persistent inflation. Despite all of this and more, the U.S. stock market, as defined by the…
Every company’s founders dream of ringing the opening bell on a major stock exchange. Becoming publicly traded is often viewed as a milestone that validates years, sometimes decades, of growth and innovation. Taking a successful private…
The second quarter marked a notable shift in tone as the elevated volatility that defined the beginning of the year began to recede. While uncertainty remained present, investors grew increasingly comfortable as geopolitical tensions surrounding the…
If you took physics in either high school or college, you might remember Newton’s Laws of Motion. If you can’t recall exactly what these are, perhaps you might recollect hearing or reading about them. If not…
The second quarter of 2026 was quite eventful for equity investors, with some of the strongest returns since the second quarter of 2020. In my view, the quarter played out in two very distinct parts, the…
The Bureau of Economic Analysis (BEA) recently took yet another stab at estimating U.S. Gross Domestic Product (GDP) for the 1st quarter of 2026.(1) Ordinarily, by this point, I would have ignored the report. It is…