Insights

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. 

8 minute read

Inflation, politics and the market's dyspepsia have investors on edge.

7 minute read

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

5 minute read

Historically, the last leg toward a given inflation target has often been the most difficult.

7 minute read

I know you're waiting for that correction.

8 minute read

The market's having a party, but inflation's a guest that just won't leave.

7 minute read

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

7 minute read

Magnificent Seven continue to outperform.

6 minute read

2024 could be a great year if we navigate it right.

7 minute read

What's even better than a Goldilocks market?

6 minute read

Strong wage growth keeps Fed cuts off the bases.

7 minute read

Inflation data reminded us this week that we're not out of the woods yet.

5 minute read

There's plenty of data to cause concern but, for now, even more to prompt a smile.

7 minute read

Labor market and consumer spending firm, while inflation rises.

7 minute read

Sticky inflation remains a concern, but maybe the path forward is muddling through.

2 minute read

Three things to watch in 2024.

3 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.

3 minute read

Three things to watch in 2024.

3 minute watch

The Fed is seeing the results it hoped for.

4 minute read

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

3 minute read

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

6 minute read

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

7 minute read

But overall labor-market picture is mixed.

2 minute read

Comparing the cost of becoming an adult across decades.