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Interest Rates
December 8 2023
Fixed Income .
Video

2 minute watch

Short and sweet
December 8 2023

 A decline in rates could boost the short end of the yield curve.

December 8 2023
2024 Outlook .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

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
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.

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 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 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

The Fed didn't hike. That doesn't mean it's done.

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

October 25 2023
Equity .
Article

8 minute read

The remarkable consumer
October 20 2023

A surprisingly strong economy could mean higher for longer, longer

October 19 2023
Markets/Economy .
Article

3 minute read

A roof over its head
October 19 2023

After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.

October 13 2023
Markets/Economy .
Article

8 minute read

The long and winding road
October 13 2023

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

October 13 2023
Equity .
Article

8 minute read

'Welcome to Pittsburgh, Ohio ...'
October 13 2023

It's not just the pilot who is confused as markets wrestle with yields.

September 28 2023
Fixed Income .
Article

3 minute read

This pain should pass
September 29 2023

Evidence suggests the move up in longer yields is nearing an end.

September 25 2023
Monetary Policy .
Article

6 minute read

Goldilocks and the Federal Reserve
September 22 2023

Fed plans to keep interest rates higher for longer.

September 22 2023
Fixed Income .
Video

3 minute watch

From buyer to seller
September 22 2023

As the Fed continues quantitative tightening, spreads widen.

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

The Fed opts against raising rates, but doesn't rule out another hike this year.

August 25 2023
Monetary Policy .
Article

5 minute read

Higher for longer
August 25 2023

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

August 11 2023
Equity .
Podcast

40 minute listen

In defense of dividends

August 11 2023

The past, present and future of dividend investing.

August 3 2023
Fixed Income .
Article

3 minute read

Why the climb in long yields isn't likely to last
August 3 2023

Senior Portfolio Manager R.J. Gallo can think of seven reasons.

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

July 25 2023
Equity .
Video

2 minute watch

Halfway there
July 25 2023

 The U.S. is likely already feeling the predicted “rocky landing.”

July 20 2023
Fixed Income .
Video

3 minute watch

The path to 2%
July 20 2023

High inflation hurts everyone.

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.

July 11 2023
Inflation .
Video

2 minute watch

History as a guide
July 7 2023

A mild recession may be inevitable.

July 7 2023
Equity .
Video

2 minute watch

Still standing
July 7 2023

The consumer is between tough headwinds and promising tailwinds.

June 28 2023
Equity .
Article

2 minute read

The dividend story remains the same
July 5 2023

Higher-for-longer rates can be beneficial for dividend strategies.

June 14 2023
Markets/Economy .
Article

2 minute read

Preparing for the next step
June 14 2023

The Fed skipped a rate hike but suggested more could come. 

May 26 2023
Markets/Economy .
Article

4 minute read

Problems at the office
May 31 2023

The office credit market is in trouble, but the broad CRE sector appears healthy.

May 3 2023
Monetary Policy .
Article

2 minute read

Could the latest be the last?
May 3 2023

The Fed raised rates again, but hinted it soon might be time to take a breather.

April 28 2023
Markets/Economy .
Podcast

43 minute listen

Putting the inflation genie into its lamp


April 26 2023

Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.

May 30 2023
Fixed Income .
Article

5 minute read

Picking our spots
April 14 2023

Volatile markets can offer opportunities.

April 28 2023
Fixed Income .
Video

1 minute watch

Strains in the system
April 13 2023

Banking sector turmoil has raised recession risks.

April 28 2023
Monetary Policy .
Article

3 minute read

Balancing act
March 22 2023

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

April 28 2023
Markets/Economy .
Article

6 minute read

Is real estate the frog in the pot?
March 21 2023

Simmering post-pandemic issues are raising the temperature.

April 28 2023
Equity .
Video

1 minute watch

Rate regime recovery
March 21 2023

Growth stocks typically do well in low-rate, low-growth environments.

April 28 2023
Equity .
Article

7 minute read

Drumbeat
March 10 2023

The beats (hawkish Fed, strong jobs, surprise bank failure) keep coming.

November 29 2023
Markets/Economy .
Article

3 minute read

For muni bonds in 2023, less is more
February 28 2023

Supply and demand dynamics are supporting the municipal bond market.

July 5 2023
Equity .
Article

7 minute read

Fifteen thousand dollars for a divorce? LOL!
February 24 2023

As long as Americans keep spending, higher for longer may rule the day.

April 28 2023
Markets/Economy .
Article

3 minute read

Six reasons why a recession might be unavoidable
February 15 2023

The economy is facing stronger headwinds than the markets realize.

June 12 2023
Inflation .
Infographic

2 minute read

Coming of age February 14 2023

Comparing the cost of becoming an adult across decades.

November 29 2023
Fixed Income .
Article

3 minute read

Be on the lookout
January 26 2023

An improved high-yield asset class might not flash the same signs for reentry as in past economic downturns.

November 29 2023
Liquidity .
Article

2 minute read

Sweet spot
December 29 2022

Three things to watch in 2023.

December 15 2022
Markets/Economy .
Article Holiday spending slows
December 15 2022

Consumers are showing restraint amid still-high inflation.

December 15 2022
Monetary Policy .
Article Disconnect
December 14 2022

The Fed pushes back against market expectations.

DISCLOSURES

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