Insights

7 minute read

Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.

7 minute read

I know you're waiting for that correction.

7 minute read

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

7 minute read

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

2 minute read

The Fed's dot plot held the intrigue at the FOMC meeting.

7 minute read

Magnificent Seven continue to outperform.

2 minute watch

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

6 minute read

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

3 minute read

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

7 minute read

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

7 minute read

Strong headline gains but a mixed picture beneath the surface.

6 minute read

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

7 minute read

Labor market and consumer spending firm, while inflation rises.

5 minute read

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

2 minute watch

 Investors and markets differ in their expectations for rate cuts.

2 minute read

Three things to watch in 2024.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.

2 minute watch

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

3 minute read

Three things to watch in 2024.

7 minute read

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

4 minute read

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

7 minute read

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

3 minute read

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

5 minute read

Financial markets rally on perceived Fed pause.

2 minute read

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

3 minute read

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

8 minute read

A surprisingly strong economy could mean higher for longer, longer

3 minute read

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

8 minute read

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

8 minute read

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

3 minute read

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

6 minute read

Fed plans to keep interest rates higher for longer.

3 minute watch

As the Fed continues quantitative tightening, spreads widen.

2 minute read

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

5 minute read

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

40 minute listen

The past, present and future of dividend investing.

3 minute read

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

2 minute read

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

2 minute watch

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

3 minute watch

High inflation hurts everyone.

3 minute read

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

2 minute watch

A mild recession may be inevitable.

2 minute watch

The consumer is between tough headwinds and promising tailwinds.

2 minute read

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

2 minute read

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

4 minute read

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

2 minute read

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

43 minute listen

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

2 minute read

Comparing the cost of becoming an adult across decades.