Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

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 ...

June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline

May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its ...

June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline

May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its ...

April Market Commentary: All’s Well That Ends Well? Not So Fast…

March Recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the ...

April Market Commentary: All’s Well That Ends Well? Not So Fast…

March Recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the ...

March Madness: Financial Institution Edition

The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and faster-moving story. While the fallout ...

March Madness: Financial Institution Edition

The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and faster-moving story. While the fallout ...