On August 31, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again. In the below clip, Brenda discusses what market and economic developments could trigger a 5% pullback and how the Federal Reserve’s future actions could play a big role. The content was produced and provided by an unaffiliated … Continued
Brenda Vingiello, CFA, once again joined the CNBC Halftime Report program on July 26, 2021. In the below clip, Brenda shares her thoughts on the anticipated earnings week for the tech sector. Her commentary begins at the 1:34 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this … Continued
On April 30, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again. In the below clip, Brenda discusses the continued growth of the e-commerce space, as well as the corporate earnings expansion that is starting to materialize and expected to continue as the year progresses. The content was produced … Continued
Perhaps nothing reminds us more of summer than a family road trip where children, and often adults, become impatient after many hours on the road and begin to wonder, or loudly whine, “Are we there yet?” This summer we have another reason to ask ourselves a version of this classic question. As of the end … Continued
As we reflect on the eventful year just passed, it is a good reminder of how difficult it can be to predict market outcomes. Even in the eighth year of a business cycle, and during a period when domestic policy struggles and geopolitical tensions were probably at their highest level in a decade, capital markets … Continued
In the months leading up to the presidential election, and now almost one year into President Trump’s term, there has been a great deal of ongoing speculation about how this President and Congress might influence the financial markets. In particular, and top of mind for many market participants, is the degree to which potential tax … Continued
Since 1982, the Federal Reserve Bank of Kansas City has held an annual economic policy symposium in Jackson Hole, Wyoming. This event, typically in late August, is closely watched by the markets in search of guidance about future changes in interest rate policy. Given the Fed’s recent track record of raising rates slowly, but lowering … Continued
As we reflect on the last eight years, various stages of the economic and market recovery have unfolded like chapters in a book. Many parts have told a predictable tale and, at various times, we have been left wondering if there would be an unpredictable twist or a surprise ending. While the story may be … Continued
When companies have excess cash on their balance sheet, they have a few buckets they can allocate towards. However as it relates to sharing that cash with stockholders, it all comes down to buybacks and dividends. Whereas companies have long returned cash to shareholders, momentum shifted earlier this decade towards share repurchases with corporate America … Continued
The British Are Leaving! The British Are Leaving! Following months of debate on the potential impact and ramifications of membership in the European Union, the people of the United Kingdom voted last night to ‘leave’ in a historic referendum. Global markets have responded significantly to the downside, a move exacerbated by poorly interpreted polling data … Continued