Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

December Market Commentary: The Predictive Limits of Data

November Recap and December Outlook We’re on the home stretch of a year in which “unprecedented” doesn’t even begin to capture it. Nothing went according ...

December Market Commentary: The Predictive Limits of Data

November Recap and December Outlook We’re on the home stretch of a year in which “unprecedented” doesn’t even begin to capture it. Nothing went according ...

November Market Commentary: Powell Threads the Needle?

October Recap and November Outlook Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about ...

November Market Commentary: Powell Threads the Needle?

October Recap and November Outlook Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about ...

October Market Commentary Fed to Economy: Stop Drop. Economy: No – We’re Slowing

September Recap and October Outlook The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting, but the ...

October Market Commentary Fed to Economy: Stop Drop. Economy: No – We’re Slowing

September Recap and October Outlook The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting, but the ...

September Market Commentary: If the Fed Is Having a Goldilocks Moment, Is the Economy Baby Bear?

August Recap and September Outlook After the bear market rally in July was extended for the first few weeks of August, Federal Reserve Chairman Powell ...

September Market Commentary: If the Fed Is Having a Goldilocks Moment, Is the Economy Baby Bear?

August Recap and September Outlook After the bear market rally in July was extended for the first few weeks of August, Federal Reserve Chairman Powell ...