Policy Crosscurrents: Potential Market Impacts
The Fed begins cutting interest rates, stocks as an election predictor, and fiscal policy winners and losers.
Artificial Intelligence: The Antidote to Fed Policy?
While some are drawing parallels between the current period and the late-1990s tech bubble and concluding that a crash may be coming, that’s not our view at all. This market environment is very different.
How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very …
That Was Quite a Week: A Pivotal One for the Markets
Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly decline the week before. In terms of economic data, we got our first …
Volatility Is Back
Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. Signs of sticky inflation and a resilient economy, including a strong labor market, …
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 …
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.
Who Is Right, Federal Reserve or Financial Markets?
Financial markets and the Federal Reserve are reading from two different playbooks. Who is right?