Insights

6 minute read

School spending slows while inflation rises.

8 minute read

Data point in different directions.

5 minute read

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

6 minute read

Fed may remain vigilant.

2 minute watch

 The U.S. is likely already feeling the predicted “rocky landing.”

3 minute watch

High inflation hurts everyone.

2 minute watch

Investors should watch corporate earnings.

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.

3 minute read

The markets have finally listened to hawkish Fed speak.

5 minute read

Dichotomy between nominal and core inflation declines keeps Fed engaged.

8 minute read

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

7 minute read

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

2 minute read

The Fed raised rates again, but hinted it soon might be time to take a breather.

5 minute read

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

1 minute watch

Bond markets are caught in a variety of crosswinds.

3 minute read

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

6 minute read

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

7 minute read

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

4 minute read

Investors have begrudgingly capitulated to a still-hawkish Fed.

7 minute read

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

5 minute read

Combined with persistent inflation, Fed likely to remain vigilant.

2 minute watch

The Fed may pause this year, but a pivot is unlikely.

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

Signs suggest Europe’s economy might avoid a serious downturn.

6 minute read

Fundamentals suggest stocks could correct in the coming months before rallying into year-end.

7 minute read

The surge of hires in January likely keeps the Fed in hawk mode.

3 minute read

The market is dismissing the Fed's determination to defeat inflation.

6 minute read

Decent headline gross domestic product growth belies weakness in several core components.

Inflation cooling but labor market remains healthy.

5 minute read

Two market indicators suggest equities could enjoy a better year. 

6 minute read

But the ISM services decline was a bigger story.

Three things to watch in 2023.

Three things to watch in 2023.

Three things to watch in 2023.

Consumers are showing restraint amid still-high inflation.

The Fed pushes back against market expectations.

A quick visit lifted spirits. Will Santa do the same for the markets?

45 minute listen

Silvia Dall’Angelo, Donald Ellenberger and Steve Chiavarone discuss global inflation and whether the markets have already priced in a recession. 

2 minute read

College costs have soared. 

7 minute read

The U.S. economy is slowing across the board.

The Fed can't like the strong job growth and surge in wages in November.

FOMC voters must stick to the data to make their next decision on rates.

Municipal securities have much to offer if the economy slows.

But it's a lot more expensive this year.

Many reasons for a rally but don't expect it to last.

8 minute read

Maybe everyone, including markets, could use a little boring.

A weakening dollar and other trends bode well for EM debt.

Solid week of employment data keeps Fed aggressive.

7 minute read

And it doesn't look like the Fed is planning one anytime soon.

Investors may seek cover in value stocks.

Consider the big picture when assessing markets ... and life.

Hawkish Fed prompts us to lower our GDP growth estimates.

Consumer staples come out on top.

Investors bracing for a challenging third-quarter earnings season.

Dividends hold up against volatility.

7 minute read

This market has been in a bad place for some time.

3 minute read

Whether or not this bear market survives October, investors will face an unnerving environment.

The sun's not the only thing that's hot in Hawaii these days.

Disasters all over have markets on edge.