Navigating Under Cloudy Skies
Chairman Powell closed out his speech at last week’s Jackson Hole Symposium with a whimsical, yet fitting analogy for setting monetary policy. He said [...]
July Market Commentary
The first half of the year probably didn’t go the way many fixed-income investors had hoped, particularly after the historically awful year last year. [...]
Consumer Inflation Falls Below 1% Over Second Half of 2022
We received our final reading on Consumer Price Index (CPI) inflation for 2022 recently, which gave us the inflation numbers for December 2022. Helped [...]
How To Think About Inflation
Last week,The Federal Reserve Bank of Kansas City hosted its annual Jackson Hole Economic Symposium, where central bankers, policymakers, academics, and economists from around [...]
A Surprisingly Good Sign for Housing
From Heavy Highway Congestion to Eerily Empty Roadways Not to play up too much on the data from the National Association of Home Builders [...]
While Tough For Equities, August Has Been Good For Fixed Income
Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed income [...]
Too Good To Be True?
Headline CPI eased in July to 8.5% year-over-year from 9.1% in June. Still above the Federal Reserve’s (Fed) long-run target rate, the annual rate [...]
English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?
Are you into soccer? The most watched, and arguably the most exciting, soccer league in the world kicked off this weekend across the pond: [...]
What The Last 10 Years Can Tell Us About the Next 10
Investors love to chase returns! In the near term, it can potentially be a successful strategy that has some strong academic and industry research [...]
Reasons To Be Optimistic As Second Half Is Underway
It’s a bull market for pessimism right now. We know the list of concerns is long and includes an aggressive Federal Reserve with a [...]
