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.
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?
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.
Who Is Right, Federal Reserve or Financial Markets?
Financial markets and the Federal Reserve are reading from two different playbooks. Who is right?
An Uneven Path to Two Percent
For most categories, inflation is decidedly past peak. But as we see from today’s report, the pathway back down to the Federal Reserve’s target of 2%, will be choppy.
What You Should Know About the Latest Fed Action
A year ago today, the federal funds rate was close to zero, CPI reached 7.9%, and the 10-year Treasury yielded 1.79%. What a difference a year makes.
Market, Stock, and Bond Lessons Learned from 2022
We believe accountability and modesty are among the keys to success in this business. In striving for those qualities, we have a tradition of starting off a new year with a lessons learned commentary.