Insights

5 minute read

How the emerging trade war might impact the US economy and equities.

6 minute read

The bullish stock market seems to be overlooking deteriorating fundamentals.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

4 minute read

It's not flying like it would in a recession.

4 minute read

Four possible causes of the public's sour mood.

8 minute read

Reasons why we think the market will remain volatile and 'The Great Rotation' will continue.

8 minute read

And if so, into early-cycle small caps or late-cycle defensive dividend payers?

1 minute watch

The Fed is historically reticent to change policy before an election.

1 minute watch

It could be years before the Fed reaches its 2% target.

6 minute read

Filling up at the pump matters to voters.

4 minute read

Can you guess the common threads in each of these four recent news categories?

6 minute read

If so, which decade are we reliving?

7 minute read

Next year looks far away from here.

3 minute read

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

3 minute read

Sticky inflation might slow the Fed, but not the timeliness of extending duration.

7 minute read

It depends on whom you ask.

8 minute read

The Fed may be dovish just by not being hawkish.

8 minute read

Does today’s soft jobs report successfully change the Fed's narrative?

4 minute read

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

3 minute read

Three things to watch in 2024.

2 minute read

Comparing the cost of becoming an adult across decades.