Insights

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.

5 minute read

Volatile markets can offer opportunities.

1 minute watch

Banking sector turmoil has raised recession risks.

3 minute read

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

6 minute read

Simmering post-pandemic issues are raising the temperature.

1 minute watch

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

7 minute read

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

3 minute read

Supply and demand dynamics are supporting the municipal bond market.

7 minute read

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

3 minute read

The economy is facing stronger headwinds than the markets realize.

2 minute read

Comparing the cost of becoming an adult across decades.

3 minute read

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

Three things to watch in 2023.

Consumers are showing restraint amid still-high inflation.

The Fed pushes back against market expectations.

Municipal securities have much to offer if the economy slows.

Wide corporate bond spreads are enticing, but the time to add to credit sectors hasn't come yet.

Fed Chair Powell indicates the pace of hikes is not as crucial as arriving at the right place.

3 minute read

Money market yields have returned to pre-GFC levels.

7 minute read

And they may get it as midterms seem to be trending the GOP's way.

3 minute read

Fed projections are less useful these days.