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Inflation
February 23 2024
Equity .
Article

7 minute read

Platinum-locks
February 23 2024

What's even better than a Goldilocks market?

February 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

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.

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
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 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.

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 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

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

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 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
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 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.

October 20 2023
Markets/Economy .
Article

6 minute read

Sales surprisingly surge
October 20 2023

Back-to-School sales were soft, but consumers are spending elsewhere.

October 31 2023
Markets/Economy .
Article

7 minute read

Shocking jobs report
October 6 2023

But overall labor-market picture is mixed.

September 15 2023
Markets/Economy .
Article

6 minute read

Back to school
September 15 2023

School spending slows while inflation rises.

September 8 2023
Markets/Economy .
Article

8 minute read

Future still foggy
September 8 2023

Data point in different directions.

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.

July 28 2023
Markets/Economy .
Article

6 minute read

Robust capex drives solid GDP
July 28 2023

Fed may remain vigilant.

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 13 2023
Equity .
Video

2 minute watch

Eyes peeled
July 13 2023

Investors should watch corporate earnings.

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.

July 3 2023
Monetary Policy .
Article

3 minute read

Falling in line
July 3 2023

The markets have finally listened to hawkish Fed speak.

June 16 2023
Markets/Economy .
Article

5 minute read

Hawkish pause
June 16 2023

Dichotomy between nominal and core inflation declines keeps Fed engaged.

May 12 2023
Equity .
Article

8 minute read

The key is to figure out what regime we're in
May 12 2023

That could determine if above- or below-average historical returns are likely.

May 5 2023
Markets/Economy .
Article

7 minute read

'Sizzling' labor market report less impressive than it seems
May 5 2023

Barring the emergence of more bullish data, we expect the Fed to pause rate hikes this year.

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.

May 16 2023
Markets/Economy .
Article

5 minute read

Bulls running out of air; bears running out of time
April 28 2023

With volatile markets ahead, stocks enter a period of limbo.

April 28 2023
Fixed Income .
Video

1 minute watch

Choppy waters
April 25 2023

Bond markets are caught in a variety of crosswinds.

April 28 2023
Liquidity .
Article

3 minute read

One Fed, two jobs
April 3 2023

The Federal Reserve’s dual function as regulator and policy-setter has been on display.

August 24 2023
Liquidity .
Article

6 minute read

Next steps
March 14 2023

The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.

April 28 2023
Markets/Economy .
Article

7 minute read

Dr. Jekyll and Mr. Market
March 3 2023

U.S. equity and fixed-income markets are pointing in different directions.

April 28 2023
Liquidity .
Article

4 minute read

Coming to terms
March 1 2023

Investors have begrudgingly capitulated to a still-hawkish Fed.

June 12 2023
Inflation .
Infographic

2 minute read

Coming of age February 14 2023

Comparing the cost of becoming an adult across decades.

DISCLOSURES

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