Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

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 ...

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 ...