Insights

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.

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.

2 minute read

Three things to watch in 2023.

Consumers are showing restraint amid still-high inflation.

The Fed pushes back against market expectations.