Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

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 ...

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 ...

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 ...