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Fiscal Policy
April 16 2021
Equity . Markets/Economy .
Article Got to talk about inflation again, sorry
April 16 2021

It continues to be the issue consensus is worried about.

April 9 2021
Equity . Politics .
Article I wonder, though ...
April 9 2021

What if Biden gets most all of what he wants? Is the market ready?

April 7 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

April 1 2021
Equity . Taxes .
Article There are only 2 things certain in this world
April 1 2021

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

March 12 2021
Equity . Markets/Economy .
Article Escape velocity
March 12 2021

Yields are rising for the right reasons.

March 29 2021
International/Global . Markets/Economy .
Article It's a twofer
March 10 2021

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

March 5 2021
Equity . Interest Rates .
Article Fiscal policy tantrum
March 5 2021

A steady Fed leaves worries about inflation and yields to the market.

February 1 2021
Politics . Fiscal Policy .
Article Stay calm
January 20 2021

Is it too early to talk about midterm elections?

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

December 1 2020
Liquidity . Monetary Policy .
Article Fighting the Fed
December 1 2020

The Federal Reserve’s tussle with the White House was something to behold.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

October 27 2020
Politics . Fiscal Policy .
Article No matter the winner, more stimulus is coming
October 27 2020

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

November 4 2020
Equity . Politics .
Article This year's election winner? Next year's equity market
October 26 2020

2021 is setting up nicely for stocks regardless of who wins.

October 2 2020
Politics . Equity .
Article An October surprise
October 2 2020

It may not matter all that much to the market.

September 14 2020
Politics . Taxes .
Article I'm going to need more than popcorn!
September 15 2020

With polls tightening and debates around the corner, it's getting very interesting.

September 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.