Insights

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July 19 2024
Markets/Economy .
Article

2 minute read

Data loop-de-loop
July 22 2024

Weekly Bond Commentary

July 18 2024
Markets/Economy .
Article

2 minute read

Central bank convergence?
July 22 2024

Weekly Cash Commentary

July 11 2024
Markets/Economy .
Article

2 minute read

Two steps forward, one step back
July 15 2024

Weekly Bond Commentary

July 11 2024
Markets/Economy .
Article

2 minute read

Double vision
July 15 2024

Weekly Cash Commentary

July 12 2024
Markets/Economy .
Article

6 minute read

See you in September?
July 12 2024

The U.S. economy is slowing and inflation declining, but when will the Fed cut rates?

July 8 2024
Markets/Economy .
Article

2 minute read

Mixed bag
July 8 2024

Weekly Cash Commentary

July 8 2024
Markets/Economy .
Article

2 minute read

State of economy is in the eye of the beholder
July 8 2024

Weekly Bond Commentary

July 3 2024
Markets/Economy .
Article

8 minute read

Bait and switch
July 8 2024

Headline payroll strength hides weaker details.

July 1 2024
Markets/Economy .
Article

1 minute read

Back and forth
July 1 2024

Weekly Bond Commentary

July 1 2024
Markets/Economy .
Article

2 minute read

Hard to tell
July 1 2024

Weekly Cash Commentary

July 1 2024
Liquidity .
Article

4 minute read

Much to celebrate, much to discuss
July 1 2024

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

June 28 2024
Markets/Economy .
Article

5 minute read

Train wreck
June 28 2024

The presidential debate may be the only one in the election cycle.

June 24 2024
Markets/Economy .
Article

2 minute read

Economic data balances out again
June 24 2024

Weekly Bond Commentary

June 24 2024
Markets/Economy .
Article

2 minute read

Retail sales slow; will inflation follow?
June 24 2024

Weekly Cash Commentary

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

June 13 2024
Markets/Economy .
Article

3 minute read

A shift in sentiment
June 17 2024

Weekly Bond Commentary

June 13 2024
Markets/Economy .
Article

2 minute read

Zig and zag
June 17 2024

Weekly Cash Commentary

June 13 2024
Monetary Policy .
Article

7 minute read

Under promise, over deliver
June 14 2024

Despite dovish inflation data, Fed issues hawkish dots.

June 7 2024
Markets/Economy .
Article

2 minute read

Uneven jobs report ahead of Fed meeting
June 10 2024

Weekly Bond Commentary

June 7 2024
Markets/Economy .
Article

2 minute read

Labor market data diverges
June 10 2024

Weekly Cash Commentary

June 7 2024
Equity .
Article

8 minute read

Labor market divergence
June 7 2024

Nonfarm payroll strength belies weakness in other areas.

June 3 2024
Markets/Economy .
Article

1 minute read

Watch out for sneaky inflation maneuvers
June 3 2024

Weekly Cash Commentary

June 3 2024
Monetary Policy .
Article

2 minute read

Back on track?
June 3 2024

Weekly Bond Commentary

July 16 2024
Liquidity .
Article

5 minute read

Filling the pool again
June 3 2024

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

May 31 2024
Markets/Economy .
Article

6 minute read

Slower growth and sticky inflation
May 31 2024

Fed likely to take the summer off.

May 23 2024
Markets/Economy .
Article

2 minute read

Fed wants to cut rates, but inflation won't cooperate
May 28 2024

Weekly Bond Commentary

May 23 2024
Markets/Economy .
Article

2 minute read

Did the Fed really just mention tightening?
May 28 2024

Weekly Cash Commentary

May 23 2024
Markets/Economy .
Article

7 minute read

Demographic winter
May 24 2024

Baby bust fuels need for immigration and Social Security reform.

May 20 2024
Markets/Economy .
Article

1 minute read

A little bit goes a long way
May 20 2024

Weekly Cash Commentary

May 20 2024
Markets/Economy .
Article

2 minute read

Sigh of relief
May 20 2024

Weekly Bond Commentary

May 17 2024
Markets/Economy .
Article

6 minute read

Any news is good news
May 17 2024

Stocks soar as CPI eases despite declining retail sales and confidence.

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

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

May 10 2024
Markets/Economy .
Article

2 minute read

The winter, and spring, of Fed's discontent
May 13 2024

Weekly Bond Commentary

May 10 2024
Markets/Economy .
Article

2 minute read

On the same page
May 13 2024

Weekly Cash Commentary

May 9 2024
Markets/Economy .
Article

4 minute read

Is immigration helping to slow wage growth?
May 10 2024

Other inflation metrics remain sticky and persistent.

May 6 2024
Markets/Economy .
Article

2 minute read

Weaker labor market in April helps Fed
May 6 2024

Weekly Cash Commentary

May 9 2024
Markets/Economy .
Article

2 minute read

Softening economic data fits Powell's dovish stance
May 6 2024

Weekly Bond Commentary

May 3 2024
Markets/Economy .
Article

8 minute read

Reversal of fortunes
May 3 2024

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

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

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

April 29 2024
Markets/Economy .
Article

2 minute read

Inflation steady
April 29 2024

Weekly Cash Commentary

April 29 2024
Markets/Economy .
Article

2 minute read

Entrenchment?
April 29 2024

Weekly Bond Commentary

April 26 2024
Markets/Economy .
Article

7 minute read

Stagflation risk grows
April 26 2024

Cooling GDP and accelerating inflation problematic for the Fed.

April 22 2024
Markets/Economy .
Article

2 minute read

Hey, big spenders
April 22 2024

Weekly Bond Commentary

April 22 2024
Markets/Economy .
Article

2 minute read

The outcome of income
April 22 2024

Weekly Cash Commentary

April 19 2024
Markets/Economy .
Article

5 minute read

Earnings still matter
April 19 2024

With yields rising and P/Es contracting, we need good first-quarter earnings.

April 15 2024
Markets/Economy .
Article

2 minute read

Bumps in the road
April 15 2024

Weekly Bond Commentary

April 15 2024
Markets/Economy .
Article

2 minute read

A numbers guy
April 15 2024

Weekly Cash Commentary

April 12 2024
Markets/Economy .
Article

6 minute read

Too hot to handle
April 12 2024

Re-accelerating inflation and strong labor market delay Fed cuts.

April 9 2024
Markets/Economy .
Article

2 minute read

Robust jobs report means the Fed can wait
April 8 2024

Weekly Bond Commentary

April 9 2024
Markets/Economy .
Article

1 minute read

Hope you get to see the eclipse...
April 8 2024

Weekly Cash Commentary

April 5 2024
Markets/Economy .
Article

8 minute read

Sidelined for longer
April 5 2024

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

March 28 2024
Markets/Economy .
Article

2 minute read

Uncertainty is the watchword in Q2
April 1 2024

Weekly Bond Commentary

March 28 2024
Markets/Economy .
Article

1 minute read

Inflation balances out
April 1 2024

Weekly Cash Commentary

April 1 2024
Markets/Economy .
Article

6 minute read

What's the rush?
March 28 2024

With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.

March 27 2024
Markets/Economy .
Article

2 minute read

No surprises
March 25 2024

Weekly Bond Commentary

March 25 2024
Markets/Economy .
Article

1 minute read

Fed still projecting three cuts
March 25 2024

Weekly Cash Commentary

March 22 2024
Markets/Economy .
Article

5 minute read

Contradiction
March 22 2024

Is the equity market rally inconsistent with Fed policy?

March 18 2024
Monetary Policy .
Article

2 minute read

The dots are the point
March 20 2024

The Fed's dot plot held the intrigue at the FOMC meeting.

March 15 2024
Markets/Economy .
Article

2 minute read

Reset needed
March 18 2024

Weekly Bond Commentary

March 15 2024
Markets/Economy .
Article

1 minute read

Steady going
March 18 2024

Weekly Cash Commentary

March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

Biden left more questions than answers about his economic policies in his SOTU address.

March 8 2024
Markets/Economy .
Article

1 minute read

Big show comes next week
March 11 2024

Weekly Cash Commentary

March 8 2024
Markets/Economy .
Article

2 minute read

Busy week of data
March 11 2024

Weekly Bond Commentary

March 8 2024
Markets/Economy .
Article

7 minute read

Red flag day for jobs
March 8 2024

Strong headline gains but weak data underneath.

March 4 2024
Markets/Economy .
Article

2 minute read

Eye of the beholder
March 4 2024

Weekly Cash Commentary

March 4 2024
Markets/Economy .
Article

1 minute read

Markets adapt
March 4 2024

Weekly Bond Commentary

March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 23 2024
Markets/Economy .
Article

2 minute read

Slowing their roll
February 26 2024

Weekly Bond Commentary

February 23 2024
Markets/Economy .
Article

2 minute read

Hedging their bets
February 26 2024

Weekly Cash Commentary

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 16 2024
Markets/Economy .
Article

2 minute read

Inflation not following the script
February 20 2024

Weekly Cash Commentary

February 16 2024
Markets/Economy .
Article

2 minute read

Goods versus services
February 20 2024

Weekly Bond Commentary

February 16 2024
Markets/Economy .
Article

4 minute read

Ice cold
February 16 2024

Dismal retail sales in January cap a weak holiday spending season.

February 12 2024
Markets/Economy .
Article

2 minute read

Policymakers hold serve
February 12 2024

Weekly Bond Commentary

February 13 2024
Markets/Economy .
Article

2 minute read

Following up
February 12 2024

Weekly Cash Commentary

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

February 2 2024
Markets/Economy .
Article

2 minute read

Surprise!
February 5 2024

Weekly Bond Commentary

February 2 2024
Markets/Economy .
Article

1 minute read

Fed has work to do
February 5 2024

Weekly Cash Commentary

February 2 2024
Markets/Economy .
Article

7 minute read

Groundhog Day for labor market
February 2 2024

Strong headline gains but a mixed picture beneath the surface.

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

January 26 2024
Markets/Economy .
Article

2 minute read

Consumer resilience
January 29 2024

Weekly Bond Commentary

January 26 2024
Markets/Economy .
Article

2 minute read

Holding pattern
January 29 2024

Weekly Cash Commentary

January 26 2024
Markets/Economy .
Article

6 minute read

Solid fourth quarter GDP
January 26 2024

Should keep the Fed on the sidelines in March.

January 19 2024
Markets/Economy .
Article

1 minute read

December's silver bells
January 22 2024

Weekly Cash Commentary

January 19 2024
Markets/Economy .
Article

2 minute read

Feeling better
January 22 2024

Weekly Bond Commentary

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
Markets/Economy .
Article

2 minute read

Something for everyone
January 16 2024

Weekly Bond Commentary

January 12 2024
Markets/Economy .
Article

2 minute read

Inflation's double speak
January 16 2024

Weekly Cash Commentary

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

January 4 2024
Markets/Economy .
Article

2 minute read

Market hangover
January 8 2024

Weekly Bond Commentary

January 4 2024
Markets/Economy .
Article

2 minute read

Not much guidance
January 8 2024

Weekly Cash Commentary

January 4 2024
Markets/Economy .
Article

6 minute read

Labor market still raking
January 5 2024

Strong job gains and rising wages keep Fed rate cuts on hold.

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 21 2023
Markets/Economy .
Article

2 minute read

Inflation still center stage in 2024
January 2 2024

Weekly Cash Commentary

December 21 2023
Markets/Economy .
Article

2 minute read

Uncertainty is the watchword in 2024
January 2 2024

Weekly Bond Commentary

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

December 15 2023
Markets/Economy .
Article

2 minute read

Toward, not to, 2%
December 18 2023

Weekly Bond Commentary

December 15 2023
Markets/Economy .
Article

2 minute read

Powell's missed opportunity
December 18 2023

Weekly Cash Commentary

December 14 2023
Markets/Economy .
Article

7 minute read

Early presents
December 15 2023

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

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 11 2023
2024 Outlook .
Article

4 minute read

If we have a recession, it'll likely be a 'rich' one
December 12 2023

Three things to watch in 2024.

December 8 2023
Markets/Economy .
Article

2 minute read

Heed these sayings
December 11 2023

Weekly Cash Commentary

December 8 2023
Markets/Economy .
Article

2 minute read

Round up
December 11 2023

Weekly Bond Commentary

December 8 2023
Markets/Economy .
Article

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 8 2023
Equity .
Article

6 minute read

You're a mean one, Mr. Grinch!
December 8 2023

But investors aren't going to let you spoil this rally. Next year? We'll see.

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
Markets/Economy .
Article

2 minute read

Is this what a Goldilocks economy looks like?
December 4 2023

Weekly Bond Commentary

December 4 2023
Markets/Economy .
Article

1 minute read

Counting down the days
December 4 2023

Weekly Cash Commentary

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

As the economy slows across the board, the Fed is done hiking rates.

December 1 2023
Equity .
Article

7 minute read

Is that Santa I see?
December 1 2023

Market momentum & fundamentals are keeping the rally going.

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.

January 5 2024
2024 Outlook .
Article

12 minute read

2024 Outlook: Less rocky, more boring
November 30 2023

Expecting market to broaden out as we advance to 5,000 on the S&P.

November 22 2023
Markets/Economy .
Article

1 minute read

Fed proceeding 'carefully'
November 27 2023

Weekly Cash Commentary

November 22 2023
Markets/Economy .
Article

2 minute read

More signs of a slowdown
November 27 2023

Weekly Bond Commentary

November 21 2023
Fixed Income .
Article

3 minute read

Don't call it a comeback...yet
November 21 2023

We believe next year could present compelling opportunities within high yield.

November 21 2023
Markets/Economy .
Article

5 minute read

Holiday cheer
November 21 2023

Thanksgiving brings increased travel, falling prices and rallying financial markets.

November 20 2023
Equity .
Article

7 minute read

The turkey's not the only thing getting stuffed…
November 20 2023

The economy and markets can't take on much more debt without getting sick. 

November 17 2023
Markets/Economy .
Article

1 minute read

Any progress on inflation is welcome
November 20 2023

Weekly Bond Commentary

November 17 2023
Markets/Economy .
Article

2 minute read

Inflation's decline takes spotlight from Congress
November 20 2023

Weekly Cash Commentary

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

November 17 2023
Equity .
Article

7 minute read

M'm, M'm
November 17 2023

Markets are serving up rallies for the holidays.

November 10 2023
Markets/Economy .
Article

1 minute read

Powell wary of an inflation 'head fake'
November 13 2023

Weekly Cash Commentary

November 10 2023
Markets/Economy .
Article

2 minute read

Markets doing loop-de-loops
November 13 2023

Weekly Bond Commentary

November 10 2023
Equity .
Article

7 minute read

Just in time for the holidays
November 10 2023

Reasons to believe the equity rally has legs.

November 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 30 2023
Equity .
Article

5 minute read

Back to the grind
November 7 2023

With earnings and economic news not as bad as feared, markets can grind higher into year-end.

November 6 2023
Markets/Economy .
Article

2 minute read

Be careful what you wish for!
November 6 2023

Weekly Bond Commentary

November 6 2023
Markets/Economy .
Article

2 minute read

Is the economy finally heeding the Fed's reins?
November 6 2023

Weekly Cash Commentary

November 3 2023
Equity .
Article

7 minute read

Labor market tide starting to turn
November 3 2023

Weak jobs report pushes Fed to sidelines.             

November 3 2023
Equity .
Article

8 minute read

You made my day
November 3 2023

Will the stock and bond rallies have staying power?

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

The Fed didn't hike. That doesn't mean it's done.

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

October 27 2023
Markets/Economy .
Article

2 minute read

Clear as chowder
October 30 2023

Weekly Bond Commentary

October 27 2023
Markets/Economy .
Article

2 minute read

GDP heats up
October 30 2023

Weekly Cash Commentary

October 27 2023
Markets/Economy .
Article

6 minute read

Blowout third quarter GDP
October 27 2023

Will it keep the Fed in play?

October 27 2023
Equity .
Article

8 minute read

The origin of the word 'politics'
October 27 2023

Geopolitics are trumping the economy and earnings among investor worries.

November 7 2023
Equity .
Article

9 minute read

'It's always darkest before the dawn'
October 26 2023

Though it is also very dark in the middle of the night.

October 23 2023
Markets/Economy .
Article

2 minute read

Pause or skip?
October 23 2023

Weekly Cash Commentary

October 23 2023
Markets/Economy .
Article

2 minute read

Big Spenders
October 23 2023

Weekly Bond Commentary

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 25 2023
Equity .
Article

8 minute read

The remarkable consumer
October 20 2023

A surprisingly strong economy could mean higher for longer, longer

October 13 2023
Markets/Economy .
Article

2 minute read

Inflation data not adding clarity
October 16 2023

Weekly Bond Commentary

October 12 2023
Markets/Economy .
Article

2 minute read

Not much help
October 16 2023

Weekly Cash Commentary

October 13 2023
Markets/Economy .
Article

8 minute read

The long and winding road
October 13 2023

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

October 13 2023
Equity .
Article

8 minute read

'Welcome to Pittsburgh, Ohio ...'
October 13 2023

It's not just the pilot who is confused as markets wrestle with yields.

October 12 2023
Equity .
Article

8 minute read

Separating the wheat from the chaff
October 11 2023

As markets stumble forward into earnings, winners and losers likely to emerge.

October 11 2023
International/Global .
Article

4 minute read

The Israeli conflict isn’t a global factor ... yet
October 11 2023

Disruptions minor so far amid a global outlook that's a bit meh.

October 26 2023
Fixed Income .
Article

5 minute read

Better early than late
October 10 2023

Being defensive in credit may mean a little pain for a bigger potential gain. 

October 9 2023
Markets/Economy .
Article

2 minute read

Now what?
October 9 2023

Weekly Bond Commentary

October 9 2023
Markets/Economy .
Article

2 minute read

The Fed must have it both ways
October 9 2023

Weekly Cash Commentary

October 31 2023
Markets/Economy .
Article

7 minute read

Shocking jobs report
October 6 2023

But overall labor-market picture is mixed.

October 6 2023
Equity .
Article

7 minute read

Like a cross between 'Deliverance' and 'The Shining'
October 6 2023

The bond market used to be dull...

October 3 2023
Equity .
Article

4 minute read

Is it too late to play catch-up?
October 4 2023

Equity markets have popped this year—but not for everyone.

October 2 2023
Markets/Economy .
Article

2 minute read

Rising oil prices distort inflation
October 2 2023

Weekly Cash Commentary

October 2 2023
Markets/Economy .
Article

2 minute read

More data, please
October 2 2023

Weekly Bond Commentary

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

Yet another shift in the Fed's SEP has the markets again playing defense. 

October 2 2023
Equity .
Article

8 minute read

History lessons
September 29 2023

Rates may be resetting higher but that doesn't mean stocks must suffer.

September 29 2023
Markets/Economy .
Article

6 minute read

Labor day, week, month and year
September 29 2023

Wage inflation could keep the Fed engaged.

September 28 2023
Fixed Income .
Article

3 minute read

This pain should pass
September 29 2023

Evidence suggests the move up in longer yields is nearing an end.

September 25 2023
International/Global .
Article

6 minute read

Move over, China
September 26 2023

When global investors think Asia, they're increasingly thinking India.

September 25 2023
Markets/Economy .
Article

2 minute read

Fed's November meeting looms large
September 25 2023

Weekly Cash Commentary

September 25 2023
Markets/Economy .
Article

2 minute read

Threading that needle
September 25 2023

Weekly Bond Commentary

September 25 2023
Monetary Policy .
Article

6 minute read

Goldilocks and the Federal Reserve
September 22 2023

Fed plans to keep interest rates higher for longer.

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

The Fed opts against raising rates, but doesn't rule out another hike this year.

September 20 2023
Markets/Economy .
Article

2 minute read

About that auto strike
September 20 2023

At the end of the day, it'll be a gift for competitors.

September 25 2023
Equity .
Article

4 minute read

Investors have seen this story before...
September 19 2023

With Growth a crowded and expensive trade, might Value offer better value?

September 15 2023
Markets/Economy .
Article

1 minute read

Of oil and onions
September 18 2023

Weekly Cash Commentary

September 15 2023
Markets/Economy .
Article

2 minute read

Contradictions
September 18 2023

Weekly Bond Commentary

September 15 2023
Markets/Economy .
Article

6 minute read

Back to school
September 15 2023

School spending slows while inflation rises.

September 19 2023
Equity .
Article

8 minute read

A simple bag of potato chips
September 15 2023

Moderating core inflation doesn't ease consumer concerns about everyday prices.

October 10 2023
Equity .
Article

6 minute read

Settling into a world of single-digit returns


September 14 2023

Maintaining cautiously optimistic stance as macro concerns fade.

September 8 2023
Markets/Economy .
Article

1 minute read

Confirmation of Fed policy, governors
September 11 2023

Weekly Cash Commentary

September 8 2023
Markets/Economy .
Article

1 minute read

No consensus
September 11 2023

Weekly Bond Commentary

September 8 2023
Markets/Economy .
Article

8 minute read

Future still foggy
September 8 2023

Data point in different directions.

September 8 2023
Equity .
Article

7 minute read

I wouldn't want to count the consumer out prematurely
September 8 2023

Lots of reasons to expect all-important spending to hold up.

September 14 2023
Markets/Economy .
Article

4 minute read

Power to the people!
September 7 2023

But can the rise in workers' negotiating power since Covid 19 continue?

September 1 2023
Markets/Economy .
Article

2 minute read

Labor market paradox
September 5 2023

Weekly Cash Commentary

September 1 2023
Markets/Economy .
Article

2 minute read

Fed should like the tepid jobs report
September 5 2023

Weekly Bond Commentary

September 1 2023
Equity .
Article

7 minute read

What's the downside?
September 1 2023

Unloved sectors may be setting up nicely.

August 31 2023
Markets/Economy .
Article

4 minute read

Bad news is good news
September 1 2023

Softer job growth could prevent the Fed from hiking again.

September 1 2023
Monetary Policy .
Article

4 minute read

Pushback
September 1 2023

Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.  

August 31 2023
Equity .
Article

2 minute read

Consider the alternatives
August 31 2023

Contrarian approaches may offer a missing piece to investor portfolios.

August 25 2023
Markets/Economy .
Article

2 minute read

The hills are alive with the sound of bankers
August 28 2023

Weekly Cash Commentary

August 25 2023
Markets/Economy .
Article

2 minute read

Summer camp for central bankers
August 28 2023

Weekly Bond Commentary

August 31 2023
Equity .
Article

8 minute read

Will AI, millennials and productivity save the day?
August 25 2023

Let's hope so because massive and growing deficits are spooking markets.

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.

August 24 2023
Fixed Income .
Article

2 minute read

Banks aren't totally out of the woods yet
August 24 2023

They've stabilized somewhat but still face pressures.

August 21 2023
International/Global .
Article

2 minute read

Korea: overlooked and underappreciated
August 22 2023

The rapidly developing peninsular country has 3 factors going for it.

August 21 2023
Markets/Economy .
Article

1 minute read

Looking to the past to gauge the future
August 21 2023

Weekly Cash Commentary

August 18 2023
Markets/Economy .
Article

1 minute read

Strange days for economic data
August 21 2023

Weekly Bond Commentary

August 21 2023
Equity .
Article

8 minute read

The consumer reigns supreme ...
August 18 2023

And has a lot of firepower left.

September 7 2023
Equity .
Article

9 minute read

Every cloud has a silver lining
August 17 2023

Buyable entry point emerging for stocks.

August 11 2023
Equity .
Article

4 minute read

How much do 'long and variable lags' matter?
August 14 2023

The evidence so far suggests not a lot. 

August 14 2023
Markets/Economy .
Article

2 minute read

Is 'as expected' good enough?
August 14 2023

Weekly Bond Commentary

August 11 2023
Markets/Economy .
Article

1 minute read

Slow to change
August 14 2023

Weekly Cash Commentary

August 9 2023
Markets/Economy .
Article

6 minute read

AI revolution: Artificial superintelligence is scary
August 10 2023

The marriage of AI and quantum computers could take things to unimaginable levels.

August 9 2023
Equity .
Article

4 minute read

EVs are not an environmental panacea
August 9 2023

Electric vehicles face bumps in the road to reach their lofty goals.

August 8 2023
International/Global .
Article

3 minute read

The case against China
August 8 2023

Rhetorically speaking, China may have long Covid.

August 8 2023
International/Global .
Article

4 minute read

The case for China
August 8 2023

For equity investors, peak pessimism presents potential opportunities.

August 7 2023
Markets/Economy .
Article

2 minute read

Downgrade and decline
August 7 2023

Weekly Bond Commentary

August 7 2023
Markets/Economy .
Article

2 minute read

Fitch waves amount to ripples
August 7 2023

Weekly Cash Commentary

August 29 2023
Markets/Economy .
Article

6 minute read

Labor market stagflation?
August 4 2023

Payroll growth slows, but wages stay hot.        

August 3 2023
Fixed Income .
Article

3 minute read

Why the climb in long yields isn't likely to last
August 3 2023

Senior Portfolio Manager R.J. Gallo can think of seven reasons.

August 29 2023
Markets/Economy .
Article

7 minute read

AI revolution: Artificial general intelligence is exciting
August 3 2023

Its potential, for good and for bad, is just starting to be appreciated.  

August 3 2023
Liquidity .
Article

4 minute read

New rules, same role
August 1 2023

The new regulations for money funds don't change their value proposition.   

July 28 2023
Markets/Economy .
Article

1 minute read

Wherefore art thou, Recession?
July 31 2023

Weekly Cash Commentary 

July 31 2023
Markets/Economy .
Article

1 minute read

Changing its tune
July 31 2023

Weekly Bond Commentary

July 28 2023
Markets/Economy .
Article

6 minute read

Robust capex drives solid GDP
July 28 2023

Fed may remain vigilant.

July 28 2023
Equity .
Article

8 minute read

Nobody wears heels in Warren PA!
July 28 2023

Might this rally be due for some consolidation?

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

August 17 2023
Equity .
Article

7 minute read

'Rocky landing' landing
July 25 2023

Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.

July 24 2023
Markets/Economy .
Article

2 minute read

What's a Fed to do?
July 24 2023

Weekly Bond Commentary

July 24 2023
Markets/Economy .
Article

1 minute read

Focus on Powell
July 24 2023

Weekly Cash Commentary

July 26 2023
Equity .
Article

7 minute read

Summertime...
July 21 2023

Might a summer storm lie ahead for investors? 

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

June 28 2023
Markets/Economy .
Article

5 minute read

Devil's advocate
June 23 2023

Could energy buck conventional wisdom?

June 28 2023
Equity .
Article

9 minute read

Is it a bubble?
June 16 2023

If it is, bubbles can last a long time.

July 5 2023
Equity .
Article

6 minute read

It's back to the middle syllable of e-CON-omy
March 13 2023

Weakening confidence should give Fed the slowdown it wanted.

August 12 2022
Markets/Economy .
Article Waiting to exhale
August 15 2022

Weekly Bond Commentary

August 12 2022
Markets/Economy .
Article Beyond the headline
August 15 2022

Weekly Cash Commentary