Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

April Market Commentary: What a Long, Strange Trip It’s Been

March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a ...

April Market Commentary: What a Long, Strange Trip It’s Been

March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a ...

February Market Commentary: Will A Booming Economy Stay Powell’s Hand?

January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the ...

February Market Commentary: Will A Booming Economy Stay Powell’s Hand?

January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the ...

December Market Commentary Rates: Lower and Sooner?

November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we ...

December Market Commentary Rates: Lower and Sooner?

November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we ...

November Market Commentary: Powell on Rate Cuts

October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October ...

November Market Commentary: Powell on Rate Cuts

October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October ...

October Market Commentary: A New Era for the Economy Creates Uncertainty

September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described ...

October Market Commentary: A New Era for the Economy Creates Uncertainty

September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described ...

September Market Commentary: A Raft of Reassuring Data – or Not?

August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed ...

September Market Commentary: A Raft of Reassuring Data – or Not?

August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed ...

August Market Commentary: The Sunny Side of the Street?

July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining ...

August Market Commentary: The Sunny Side of the Street?

July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining ...