Will Santa Claus or the Grinch Show Up This Year?
‘Tis the season for the Santa Claus Rally! This historically strong seasonal period officially kicks off today and ends on the second trading day of January.
Outlook 2024: A Turning Point
We are proud to share Outlook 2024: A Turning Point — recapping where markets have been over the last half of 2023 and aiding as we position through midyear 2024.
Five Things We’re Thankful For: Fixed Income Edition
There’s no doubt the last few years have been challenging for fixed income investors. And while 2023 was supposed to be the year for bonds, fixed income returns for most …
What’s Actually Different This Time?
The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations.
Strong Seasonals Return After Red October
Even after a red October provided more trick than a treat for stock market investors, we continue into what has historically been one of the strongest periods for stock market …
With Inflation Falling, Why Aren’t Treasury Yields Falling As Well?
For the second month in a row, CPI showed inflationary pressures were falling at a faster pace than economists’ estimates, which is undoubtedly good news. So why haven’t treasury yields followed?
U.S. Government Debt Was Downgraded. Will it Matter?
One of the three main rating agencies (Fitch) has downgraded U.S. government debt to its second highest rating, AA+.
The Taylor Swift Era, Consumer Spending & Inflation Clarity
As the dog days of summer roll on, and many of us are taking advantage of warm weather and time off to enjoy experiences, American consumer spending patterns are coming into focus.
Inflation Continues To Deflate
The June Inflation report came in below economists’ consensus forecasts for both headline and core, sending stocks solidly higher.
Midyear Outlook 2023: The Path Toward Stability
Now that we are beyond the midpoint of the investing year, it is a great time to look at where we have been—in preparation for the latter half of the year.