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Markets/Economy
November 1 2024
Markets/Economy .
Article

8 minute read

It'll all be over soon
November 1 2024

An exhausted electorate wonders what the post-election future holds.

November 1 2024
Equity .
Article

7 minute read

On the eve of the election, the economy is hot
November 1 2024

Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.

November 4 2024
Politics .
Article

3 minute read

Fuzzy picture
November 1 2024

Noisy data and election uncertainty might slow Fed easing.

October 25 2024
Equity .
Article

7 minute read

This rarest of election years
October 25 2024

Bonds sold off, stocks held on and the election drew one week closer.

October 25 2024
International/Global .
Article

5 minute read

A false dawn for China? October 25 2024

Monetary and fiscal policy are at the forefront of investors’ minds.

October 21 2024
Geopolitics .
Article

4 minute read

Positioning EMD ahead of the US election

October 21 2024

The implications for foreign policy could be far-reaching

October 16 2024
Markets/Economy .
Video

2 minute watch

Rolling past uncertainties
October 21 2024

2025 will come with clarity on interest rates and politics.

October 18 2024
Equity .
Article

7 minute read

All about the earnings
October 18 2024

Which depend on revenues, which depend on employed consumers.

October 18 2024
Equity .
Article

7 minute read

What a difference a month makes
October 18 2024

Will Fed’s data dependency generate market volatility? 

October 17 2024
International/Global .
Article

4 minute read

Decline of UK inflation opens door to further cuts October 18 2024

With inflation at a 3-year low, the Bank of England might cut rates further by year-end.

October 16 2024
Markets/Economy .
Article

2 minute read

Auto loan market is shifting back to normal
October 16 2024

Auto ABS delinquency and charge-off rates are rising, but fundamentals remain strong.

October 14 2024
Fixed Income .
Article

4 minute read

Rates never sleep
October 15 2024

A strong quarter for bonds as a patient, diversified approach is rewarded

October 11 2024
Markets/Economy .
Article

6 minute read

Bold bull
October 11 2024

The bullish stock market seems to be overlooking deteriorating fundamentals.

October 11 2024
Equity .
Article

8 minute read

A historic year
October 11 2024

Amid many uncertainties and difficulties, this market keeps its chin up. 

October 14 2024
Equity .
Article

3 minute read

Making the moat of it
October 11 2024

MDT’s recently created Industry Moat factor helps identify under-appreciated companies. Here’s how it works in practice.

October 11 2024
International/Global .
Article

4 minute read

All eyes on earnings October 11 2024

Investors look to third quarter results for guidance.

October 10 2024
International/Global .
Article

4 minute read

Far from wild

October 10 2024

Frontier countries fuel emerging market debt

October 28 2024
Markets/Economy .
Article

6 minute read

Five areas of uncertainty we are monitoring
October 9 2024

Remaining cautiously bullish as market grinds into fourth quarter.

October 4 2024
Equity .
Article

8 minute read

Bull markets are bullish
October 4 2024

Recent good news augurs well for more of the same. 

October 4 2024
Markets/Economy .
Article

2 minute read

Hot Hot Hot
October 4 2024

Robust September jobs report supports view the economy is headed for rotation, not recession.

October 4 2024
International/Global .
Article

3 minute read

Has the inflationary dragon really been slain? October 4 2024

The brief dockworkers' strike re-kindled inflation concerns this week.

October 1 2024
Markets/Economy .
Article

3 minute read

The house at the fork in the road
October 1 2024

Homebuilding stocks are rising, and the housing market may be springing back too.

October 1 2024
Markets/Economy .
Article

4 minute read

Striking on the dock of the bay
October 1 2024

The longshoremen strike could have far-reaching consequences for the economy and markets.

September 30 2024
Liquidity .
Article

4 minute read

Sky high
September 30 2024

Interest rates have fallen, but in the liquidity space, the sky has not.

September 27 2024
Equity .
Article

7 minute read

Give us a smile
September 27 2024

With so much to worry about, it's easy to forget how much is going right.

September 25 2024
Markets/Economy .
Article

7 minute read

The consumer is stressed
September 27 2024

Weakest Back-to-School spending in 15 years.

September 25 2024
International/Global .
Article

3 minute read

The world's second largest economy gets a boost September 27 2024

Does the rally in Chinese equities from its new stimulus program have legs?

September 25 2024
Markets/Economy .
Article

8 minute read

One-and-a-half out of three ain't bad
September 25 2024

China bazooka follows Fed's big cut, fueling the cyclical trade; U.S. elections on deck.

September 24 2024
Fixed Income .
Article

3 minute read

The return of total
September 24 2024

Fed easing means fixed-income investments should benefit from both factors of total return: price and income.

September 20 2024
Equity .
Article

8 minute read

The Powell put
September 20 2024

An early, soft-landing Christmas present with a bow on it?

September 19 2024
Equity .
Article

6 minute read

Go big or go home
September 20 2024

Federal Reserve ‘recalibrates’ monetary policy.

September 19 2024
International/Global .
Article

4 minute read

The Fed fires the starting gun September 20 2024

The Fed announced a punchy 50 basis-point rate. 

September 13 2024
Equity .
Article

7 minute read

Solitude
September 13 2024

Loneliness is bad, but solitude is amazing!

September 17 2024
International/Global .
Article

3 minute read

Stocks edge upwards as looser policy looms September 13 2024

Equities regained ground this week amid volatile trading and last week's tech-led sell-off.

September 17 2024
Equity .
Article

6 minute read

Is the Fed behind the curve?
September 13 2024

On the cusp of cutting rates, the only unknowns are the pace and magnitude.

September 17 2024
Equity .
Article

3 minute read

When the music stops
September 12 2024

Rate cuts seem imminent. How might investors adapt their portfolios?

September 13 2024
Equity .
Article

6 minute read

Enter the 'R' words
September 9 2024

‘R’otation continues, even as ‘R’ecession now in play.

September 6 2024
Equity .
Article

8 minute read

Swamp root
September 6 2024

Bouts of volatility need a good tonic. 

September 5 2024
Markets/Economy .
Article

7 minute read

Labor market slowing across the board
September 6 2024

Fed on track to begin cutting rates later this month.

September 5 2024
International/Global .
Article

3 minute read

Cat on a hot tin roof? September 6 2024

Five things spooking markets this week.

September 4 2024
Fixed Income .
Article

4 minute read

School's in session
September 4 2024

The markets’ first test is Friday’s August jobs report.

September 9 2024
Equity .
Article

1 minute read

The 'Five Big Things' are still big
September 3 2024

Sticking with our broadening-out call as market moves our way.

August 30 2024
Equity .
Article

6 minute read

1984 was a very good year
August 30 2024

And it has parallels to the present day.

September 3 2024
Equity .
Article

5 minute read

Ready! Set! Go!
August 30 2024

Presidential elections typically gather steam after Labor Day.

August 29 2024
Liquidity .
Article

4 minute read

Here we go again
August 30 2024

Markets are yet again pricing in too many Fed cuts.

August 29 2024
Markets/Economy .
Article

4 minute read

Why the Sahm rule might not matter this time
August 29 2024

It's not flying like it would in a recession.

August 23 2024
Markets/Economy .
Article

5 minute read

Policy pivot
August 23 2024

Powell adopts dovish tone in his Jackson Hole keynote

August 23 2024
Equity .
Article

6 minute read

Is anybody out there besides me working this week?
August 23 2024

The Fed says the time has come.

August 21 2024
Markets/Economy .
Article

4 minute read

Why are we so glum?
August 21 2024

Four possible causes of the public's sour mood.

August 16 2024
Equity .
Article

7 minute read

Hey, I'm in the service business too!
August 16 2024

The market has regained its composure - for now.

August 12 2024
Markets/Economy .
Article

5 minute read

Unsustainable trajectory
August 15 2024

Will politicians finally address the ballooning U.S. debt and deficit?

September 3 2024
Markets/Economy .
Article

8 minute read

Five big things that have changed
August 13 2024

Reasons why we think the market will remain volatile and 'The Great Rotation' will continue.

August 8 2024
Markets/Economy .
Article

3 minute read

Short-term markets during rate cuts
August 12 2024

As rate cuts are up for debate, focus on the impact on the short end of the yield curve.

August 9 2024
Markets/Economy .
Article

6 minute read

Charging ahead
August 8 2024

Can electric vehicle sales grow enough to meet the government’s target?

August 2 2024
Markets/Economy .
Article

7 minute read

Someone has to win
August 8 2024

And then what?

August 12 2024
Markets/Economy .
Article

10 minute read

Not a 'Confidence at the Lows' moment...yet
August 6 2024

Holding to overweights in value and small cap stocks; too early to add back to growth.

August 5 2024
Markets/Economy .
Article

3 minute read

A week can be a long time in the markets
August 5 2024

The sell-off was sparked by the latest U.S. jobs data, but other things were in the mix.

August 2 2024
Markets/Economy .
Article

7 minute read

Is small beautiful?
August 2 2024

At historic discounts to large company stocks, small is beautiful unless ... the "R" word.

August 2 2024
Markets/Economy .
Article

7 minute read

Bad news is finally bad news
August 2 2024

Weak jobs report should prompt Fed to cut rates in September.

August 5 2024
Markets/Economy .
Article

4 minute read

Mid caps: a time to shine?
August 2 2024

Mid-cap companies can combine the beneficial features of both large and small companies.

July 31 2024
Monetary Policy .
Article

4 minute read

The Fed's balancing act
August 1 2024

The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.

August 12 2024
Markets/Economy .
Article

4 minute read

A little humility goes a long way
July 29 2024

Holding to rotation call as thesis playing out.

July 29 2024
Markets/Economy .
Article

8 minute read

To rotate or not to rotate
July 29 2024

And if so, into early-cycle small caps or late-cycle defensive dividend payers?

July 26 2024
Markets/Economy .
Article

7 minute read

Economic growth and inflation both higher than expected
July 26 2024

Combination could chill the Fed longer than the consensus believes.

July 24 2024
Equity .
Video

2 minute watch

Dinner before dessert
July 24 2024

Investors may balance the dramatic outperformance of a select few stocks with a diversified portfolio. 

July 22 2024
Markets/Economy .
Article

7 minute read

Have you seen the horse?
July 22 2024

I'm waiting up here in the cart.

July 22 2024
Markets/Economy .
Article

2 minute read

European summer vacation
July 19 2024

Strong dollar entices Americans across the pond, boosting economies.

July 29 2024
International/Global .
Article

3 minute read

Investors step up plans for the 'Trump trade' July 19 2024

Investors are pricing in a Donald Trump victory.

July 17 2024
Fixed Income .
Article

4 minute read

Who gets the keys for the policy road ahead?
July 18 2024

Markets are already pricing in potential November scenarios.

July 15 2024
Politics .
Article

9 minute read

Focus should be on policy this election year
July 12 2024

Compare Biden and Trump in terms of policies and the potential investment implications.

July 12 2024
Markets/Economy .
Article

6 minute read

See you in September?
July 12 2024

The U.S. economy is slowing and inflation declining, but when will the Fed cut rates?

July 11 2024
International/Global .
Article

3 minute read

Une impasse July 12 2024

Investors in ‘wait and see’ mode following shocking French election result.

July 10 2024
International/Global .
Article

3 minute read

Gold: What's up with the yellow metal?
July 10 2024

Higher pricing reflects supply and demand in a changing world.

 

 

July 29 2024
Equity .
Article

3 minute read

Approaching a 'Humility at the Highs' moment?
July 10 2024

Selectively taking profits in stocks but maintaining positive stance.

July 8 2024
Markets/Economy .
Article

7 minute read

How was your Fourth?
July 8 2024

Were you able to keep the fireworks strictly to the sky?

July 3 2024
Markets/Economy .
Article

8 minute read

Bait and switch
July 8 2024

Headline payroll strength hides weaker details.

July 3 2024
Equity .
Video

1 minute watch

Down the road
July 3 2024

It could be years before the Fed reaches its 2% target.

July 1 2024
Equity .
Article

7 minute read

Did you see that?!
July 1 2024

The market is standing tall at the end of Q2, but it's hard not to have a few worries.

July 1 2024
Liquidity .
Article

4 minute read

Much to celebrate, much to discuss
July 1 2024

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

June 28 2024
Markets/Economy .
Article

5 minute read

Train wreck
June 28 2024

The presidential debate may be the only one in the election cycle.

June 28 2024
International/Global .
Article

3 minute read

Lula's spending plans unnerve Brazilian investors June 28 2024

Fears grow that Brazil will fail to eliminate its deficit.

June 24 2024
Fixed Income .
Article

4 minute read

For regional banks, the CRE bark could be worse than its bite
June 26 2024

IG-rated banks are well-positioned to handle the increase in office vacancies.

June 21 2024
Equity .
Article

6 minute read

Narrow and narrower
June 21 2024

We bulls expect the rally to finally broaden … but not just yet.

June 20 2024
International/Global .
Article

4 minute read

China: The case for a rebound
June 21 2024

After years of negative sentiment, the outlook for Chinese equities finally appears to be improving.

July 9 2024
Equity .
Article

6 minute read

The good news and the bad as we return to normal
June 20 2024

Our optimistic market outlook has been right, but our 'broadening out' thesis has yet to work.

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

June 13 2024
Monetary Policy .
Article

7 minute read

Under promise, over deliver
June 14 2024

Despite dovish inflation data, Fed issues hawkish dots.

June 14 2024
Markets/Economy .
Article

4 minute read

Do you play the NY Times game Connections, part 2?
June 14 2024

Can you guess the common threads in each of these four recent news categories?

June 13 2024
Equity .
Article

3 minute read

The case for a small-cap rebound
June 13 2024

The small-cap opportunity investors have been waiting for may be at hand.

June 7 2024
Equity .
Article

4 minute read

Do you play the NY Times game Connections?
June 7 2024

Can you guess the common threads in each of these four recent news categories?

June 7 2024
Equity .
Article

8 minute read

Labor market divergence
June 7 2024

Nonfarm payroll strength belies weakness in other areas.

June 6 2024
Fixed Income .
Article

3 minute read

Location, location...diversification

June 6 2024

The impact of office CRE woes on most cities is mitigated by their diversification of revenue.

June 6 2024
Fixed Income .
Article

2 minute read

Summer notes before fall votes
June 6 2024

We expect a strong summer note season in the municipal markets ahead of the election. 

May 28 2024
Markets/Economy .
Article

4 minute read

Artificial intelligence and investing
June 5 2024

It’s all about the data.

July 16 2024
Liquidity .
Article

5 minute read

Filling the pool again
June 3 2024

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

May 31 2024
Markets/Economy .
Article

6 minute read

Slower growth and sticky inflation
May 31 2024

Fed likely to take the summer off.

May 31 2024
Equity .
Article

6 minute read

Does history repeat?
May 31 2024

If so, which decade are we reliving?

May 31 2024
International/Global .
Article

3 minute read

ECB expected to cut rates in June

May 31 2024

If so, it could lead to policy divergence between the ECB and the Fed.

May 29 2024
Politics .
Article

3 minute read

Winds of change
May 30 2024

EU elections could result in its first center-right coalition.

May 28 2024
Active Management .
Article

7 minute read

Confusion and fear
May 24 2024

The economy is sending confusing messages, but the market keeps lurching ahead due to FOMO.

May 23 2024
Markets/Economy .
Article

7 minute read

Demographic winter
May 24 2024

Baby bust fuels need for immigration and Social Security reform.

May 23 2024
International/Global .
Article

3 minute read

U.K. prime minister calls for an election
May 24 2024

Global Market Snapshot

June 12 2024
Markets/Economy .
Article

8 minute read

From here on, the election will matter
May 21 2024

Staying overweight stocks and small caps, even as election looms.

May 17 2024
Equity .
Article

7 minute read

Should we retire 'sell in May and etc'?
May 17 2024

Next year looks far away from here.

May 17 2024
Markets/Economy .
Article

6 minute read

Any news is good news
May 17 2024

Stocks soar as CPI eases despite declining retail sales and confidence.

May 16 2024
International/Global .
Article

3 minute read

A new hope

May 17 2024

Encouraging inflation data put rate cuts in key global economies back on the table.

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

May 21 2024
Interest Rates .
Article

3 minute read

Stubborn inflation does not change the bond math
May 15 2024

Sticky inflation might slow the Fed, but not the timeliness of extending duration.

May 10 2024
Equity .
Article

7 minute read

Where are we in the economic cycle?
May 10 2024

It depends on whom you ask.

May 9 2024
Markets/Economy .
Article

4 minute read

Is immigration helping to slow wage growth?
May 10 2024

Other inflation metrics remain sticky and persistent.

May 6 2024
Politics .
Article

2 minute read

Is a coalition government coming to South Africa?
May 8 2024

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

April 30 2024
Markets/Economy .
Article

2 minute read

Can utilities satisfy AI's growing appetite for energy?
May 7 2024

If so, they—and investors—stand to benefit.

May 6 2024
Equity .
Article

8 minute read

Higher for longer and longer
May 3 2024

The Fed may be dovish just by not being hawkish.

May 3 2024
Markets/Economy .
Article

8 minute read

Reversal of fortunes
May 3 2024

Does today’s soft jobs report successfully change the Fed's narrative?

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

April 26 2024
Markets/Economy .
Article

7 minute read

Stagflation risk grows
April 26 2024

Cooling GDP and accelerating inflation problematic for the Fed.

April 26 2024
Equity .
Article

8 minute read

What did you just call me?
April 26 2024

Inflation, politics and the market's dyspepsia have investors on edge.

April 25 2024
Markets/Economy .
Article

1 minute read

Company age and investment returns
April 25 2024

What does age have to do with stock performance?

April 24 2024
Equity .
Article

3 minute read

Will dividend investing reign again?
April 25 2024

Dividend-oriented stock investing is poised for a resurgence.

April 19 2024
Markets/Economy .
Article

5 minute read

Earnings still matter
April 19 2024

With yields rising and P/Es contracting, we need good first-quarter earnings.

April 16 2024
Fixed Income .
Article

5 minute read

The last mile is the hardest
April 17 2024

Historically, the last leg toward a given inflation target has often been the most difficult.

April 12 2024
Markets/Economy .
Article

6 minute read

Too hot to handle
April 12 2024

Re-accelerating inflation and strong labor market delay Fed cuts.

May 13 2024
Politics .
Article

2 minute read

India heads to the polls
April 10 2024

Clear electoral mandate in the world's largest democracy could attract investment and bolster growth.

April 5 2024
Markets/Economy .
Article

8 minute read

Sidelined for longer
April 5 2024

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

April 5 2024
Equity .
Article

7 minute read

An inflationary boom would be awesome!
April 5 2024

A healthy labor market coupled with productivity growth could be just the thing.

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

April 1 2024
Markets/Economy .
Article

6 minute read

What's the rush?
March 28 2024

With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.

March 28 2024
Inflation .
Article

8 minute read

Another week, another record
March 28 2024

The market's having a party, but inflation's a guest that just won't leave.

April 12 2024
Equity .
Article

8 minute read

Getting less lonely up here
March 26 2024

Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher

March 22 2024
Equity .
Article

7 minute read

Victory at 2 percent-ish
March 22 2024

The central bank hasn't cut and yet the market cheers.

March 22 2024
Markets/Economy .
Article

5 minute read

Contradiction
March 22 2024

Is the equity market rally inconsistent with Fed policy?

March 18 2024
Markets/Economy .
Infographic

2 minute read

The power of the people March 22 2024

The global middle class has an increasing influence on markets.

March 15 2024
Fixed Income .
Video

2 minute watch

To worry or not to worry
March 15 2024

Investors should think constructively about the “Maturity Wall.”

March 15 2024
Markets/Economy .
Article

7 minute read

The Great Stay
March 15 2024

Signs of resurgent inflation may be gradually countered by a change in the labor market.

March 27 2024
International/Global .
Article

2 minute read

Great Wall of worry
March 14 2024

China must address its faltering economy with much more fiscal stimulus.

March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

Biden left more questions than answers about his economic policies in his SOTU address.

March 15 2024
Equity .
Article

7 minute read

Bubbles, bubbles and bubbles!
March 8 2024

Can an effervescent market lead to durable gains?

March 8 2024
Markets/Economy .
Article

7 minute read

Red flag day for jobs
March 8 2024

Strong headline gains but weak data underneath.

March 8 2024
Markets/Economy .
Infographic

2 minute read

Demystifying the Magnificent Seven March 8 2024

The group pushed U.S. equities to record highs in 2023 and 2024.

March 7 2024
Equity .
Video

2 minute watch

Taking it slow
March 7 2024

The Fed is in no rush to cut rates.

February 21 2024
International/Global .
Article

2 minute read

A tasty alternative
March 5 2024

The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.

March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

February 29 2024
Equity .
Video

1 minute watch

Coming up for air
March 1 2024

The end of rolling recessions bodes well for risk assets.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 29 2024
Fixed Income .
Video

2 minute watch

Data dependent
February 29 2024

The Fed will look closely at inflation numbers before making any cuts.

February 23 2024
Equity .
Article

7 minute read

Platinum-locks
February 23 2024

What's even better than a Goldilocks market?

February 22 2024
Markets/Economy .
Infographic

2 minute read

AI at work February 23 2024

Artificial intelligence is unlikely to steal jobs from human workers, but will alter the labor landscape.

February 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

March 11 2024
Markets/Economy .
Article

9 minute read

Outlook continues to improve
February 22 2024

Remaining “Long and Strong” as earnings season and economic data vindicates optimists.

February 20 2024
Equity .
Article

7 minute read

FOMO can quickly turn to fear
February 16 2024

Inflation data reminded us this week that we're not out of the woods yet.

February 16 2024
Markets/Economy .
Article

4 minute read

Ice cold
February 16 2024

Dismal retail sales in January cap a weak holiday spending season.

February 12 2024
Markets/Economy .
Article

3 minute read

Revving their engines
February 13 2024

Will China replicate the success of Japanese and Korean automakers?

February 9 2024
Equity .
Article

6 minute read

Good is good ... is good?
February 9 2024

Less fixated on the Fed, the market now focuses on the economy's resilience.

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

February 5 2024
Fixed Income .
Article

3 minute read

What's going on with IG corporate bonds?
February 6 2024

New investment-grade corporate bond issuance is pouring into the market.

February 2 2024
Equity .
Article

7 minute read

Higher for longer, longer is OK
February 2 2024

In an economy like this, the Fed is in no hurry

February 2 2024
Markets/Economy .
Article

7 minute read

Groundhog Day for labor market
February 2 2024

Strong headline gains but a mixed picture beneath the surface.

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

February 1 2024
Markets/Economy .
Article

3 minute read

Small caps poised for a big rebound
February 1 2024

After a bumpy 2023, small-cap U.S. stocks are in a good place.

January 26 2024
Markets/Economy .
Article

6 minute read

Solid fourth quarter GDP
January 26 2024

Should keep the Fed on the sidelines in March.

January 26 2024
Equity .
Article

6 minute read

A cold beer and a new record high. What else do you need?
January 26 2024

The market continues to move higher, but more breadth would be welcome.

February 1 2024
Markets/Economy .
Article

7 minute read

'Buy me now, or buy me later'
January 26 2024

Secular bull market reconfirmed; long-term prospects rising.

January 26 2024
2024 Outlook .
Podcast

27 minute listen

Surprises to come


January 25 2024

2024 outlook: Part 2.

January 26 2024
2024 Outlook .
Podcast

35 minute listen

Progress over perfection


January 25 2024

2024 outlook: Part 1.

January 23 2024
Fixed Income .
Video

2 minute watch

Enter here
January 23 2024

Widening spreads could provide a step back into high yield.

January 22 2024
Markets/Economy .
Article

5 minute read

Consumers still reign supreme
January 19 2024

There's plenty of data to cause concern but, for now, even more to prompt a smile.

January 19 2024
2024 Outlook .
Video

60 minute watch

Get your popcorn ready


January 19 2024

The presidential election, geopolitical risks and Fed moves are things to watch in 2024.

January 19 2024
Markets/Economy .
Article

7 minute read

Sharp disparity between the Fed and markets
January 19 2024

Labor market and consumer spending firm, while inflation rises.

January 19 2024
Fixed Income .
Article

5 minute read

Holding serve
January 19 2024

What we got right…and wrong…in a volatile year.

January 18 2024
Fixed Income .
Video

2 minute watch

Caution signs
January 19 2024

A weaker economy and earnings may impact the high-yield market.

January 12 2024
Inflation .
Article

7 minute read

Mission accomplished?
January 12 2024

Sticky inflation remains a concern, but maybe the path forward is muddling through.

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

January 11 2024
Fixed Income .
Video

1 minute watch

Defying expectations
January 11 2024

 The high-yield market saw a strong 2023.

January 8 2024
Markets/Economy .
Infographic

2 minute read

Rise of AI January 8 2024

Artificial intelligence’s capabilities and adoption are on track for a huge impact.

January 4 2024
Markets/Economy .
Article

6 minute read

Labor market still raking
January 5 2024

Strong job gains and rising wages keep Fed rate cuts on hold.

January 5 2024
Markets/Economy .
Article

4 minute read

As goes January...
January 5 2024

The consumer and corporate profits will decide whether the January effect has weight or not.

January 26 2024
2024 Outlook .
Article

9 minute read

More exciting looking up from below
January 5 2024

The Santa Claus Rally advanced most of our 2024 market call into 2023, but there’s plenty of room left for stock pickers as the market rally broadens.

December 19 2023
2024 Outlook .
Article

2 minute read

All about inflation
January 3 2024

Three things to watch in 2024.

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 21 2023
Fixed Income .
Video

2 minute watch

Hit the gas
December 21 2023

Despite the UAW strike, auto ABS remain strong.

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

December 20 2023
2024 Outlook .
Article

2 minute read

From stormy weather to clear skies
December 21 2023

Three things to watch in 2024.

December 19 2023
Equity .
Video

3 minute watch

Bang for your buck
December 19 2023

Consumer spending may be value based in 2024.

December 15 2023
Equity .
Video

1 minute watch

Unwrapped and in demand
December 15 2023

 Experiences are trumping big-ticket items this holiday season.

December 14 2023
Markets/Economy .
Article

7 minute read

Early presents
December 15 2023

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

December 11 2023
2024 Outlook .
Article

4 minute read

If we have a recession, it'll likely be a 'rich' one
December 12 2023

Three things to watch in 2024.

December 8 2023
Markets/Economy .
Article

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 8 2023
Equity .
Article

6 minute read

You're a mean one, Mr. Grinch!
December 8 2023

But investors aren't going to let you spoil this rally. Next year? We'll see.

December 7 2023
Equity .
Video

3 minute watch

Climbing the wall of worry
December 7 2023

Investors must consider timing when evaluating opportunities abroad.

December 4 2023
Equity .
Video

3 minute watch

A step in the right direction
December 5 2023

The Fed is seeing the results it hoped for.

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

As the economy slows across the board, the Fed is done hiking rates.

December 1 2023
Equity .
Article

7 minute read

Is that Santa I see?
December 1 2023

Market momentum & fundamentals are keeping the rally going.

December 1 2023
Liquidity .
Article

4 minute read

Cutting through the noise
December 1 2023

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

January 5 2024
2024 Outlook .
Article

12 minute read

2024 Outlook: Less rocky, more boring
November 30 2023

Expecting market to broaden out as we advance to 5,000 on the S&P.

November 29 2023
Equity .
Video

2 minute watch

Prepare for a choppy year
November 29 2023

The 2024 presidential election could trigger an end-of-year rally.

November 21 2023
Fixed Income .
Article

3 minute read

Don't call it a comeback...yet
November 21 2023

We believe next year could present compelling opportunities within high yield.

November 21 2023
Markets/Economy .
Article

5 minute read

Holiday cheer
November 21 2023

Thanksgiving brings increased travel, falling prices and rallying financial markets.

November 20 2023
Equity .
Article

7 minute read

The turkey's not the only thing getting stuffed…
November 20 2023

The economy and markets can't take on much more debt without getting sick. 

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

November 17 2023
Equity .
Article

7 minute read

M'm, M'm
November 17 2023

Markets are serving up rallies for the holidays.

November 17 2023
Equity .
Article

3 minute read

The looming opportunity in large-cap growth
November 16 2023

These stocks are well positioned to thrive in a higher-for-longer environment.

November 15 2023
Fixed Income .
Article

3 minute read

Manageable maturities
November 14 2023

Despite high rates, the large amount of maturing debt in the coming years is not a crisis.

November 10 2023
Equity .
Article

7 minute read

Just in time for the holidays
November 10 2023

Reasons to believe the equity rally has legs.

November 15 2023
Markets/Economy .
Infographic

2 minute read

Pulse check November 9 2023

The $2.1 trillion in excess consumer savings is dwindling.

November 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 30 2023
Equity .
Article

5 minute read

Back to the grind
November 7 2023

With earnings and economic news not as bad as feared, markets can grind higher into year-end.

October 25 2023
Equity .
Article

8 minute read

The remarkable consumer
October 20 2023

A surprisingly strong economy could mean higher for longer, longer

September 20 2023
Markets/Economy .
Article

2 minute read

About that auto strike
September 20 2023

At the end of the day, it'll be a gift for competitors.

September 8 2023
Markets/Economy .
Infographic

2 minute read

Add to cart September 8 2023

Strong back-to-school shopping season bodes well for holiday retail

July 26 2023
Equity .
Article

7 minute read

Summertime...
July 21 2023

Might a summer storm lie ahead for investors? 

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

June 23 2023
Markets/Economy .
Infographic

2 minute read

Are you prepared to retire? June 23 2023

The importance of planning ahead

June 28 2023
Markets/Economy .
Article

5 minute read

Devil's advocate
June 23 2023

Could energy buck conventional wisdom?

June 28 2023
Equity .
Article

9 minute read

Is it a bubble?
June 16 2023

If it is, bubbles can last a long time.

June 12 2023
Markets/Economy .
Infographic

2 minute read

Assessing a recession June 9 2023

There’s more than one way to forecast a recession. Our investment pros explain the indicators they watch.

March 21 2023
Markets/Economy .
Infographic

2 minute read

On the road again March 21 2023

Americans returning to pre-pandemic driving habits as gas prices come off the boil.

July 5 2023
Equity .
Article

6 minute read

It's back to the middle syllable of e-CON-omy
March 13 2023

Weakening confidence should give Fed the slowdown it wanted.

DISCLOSURES

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