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Inflation
March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

February 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

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 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

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 8 2023
2024 Outlook .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

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.

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 31 2023
Markets/Economy .
Article

7 minute read

Shocking jobs report
October 6 2023

But overall labor-market picture is mixed.

September 15 2023
Markets/Economy .
Article

6 minute read

Back to school
September 15 2023

School spending slows while inflation rises.

September 8 2023
Markets/Economy .
Article

8 minute read

Future still foggy
September 8 2023

Data point in different directions.

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.

July 28 2023
Markets/Economy .
Article

6 minute read

Robust capex drives solid GDP
July 28 2023

Fed may remain vigilant.

June 28 2023
Equity .
Article

2 minute read

The dividend story remains the same
July 5 2023

Higher-for-longer rates can be beneficial for dividend strategies.

July 3 2023
Monetary Policy .
Article

3 minute read

Falling in line
July 3 2023

The markets have finally listened to hawkish Fed speak.

June 16 2023
Markets/Economy .
Article

5 minute read

Hawkish pause
June 16 2023

Dichotomy between nominal and core inflation declines keeps Fed engaged.

May 12 2023
Equity .
Article

8 minute read

The key is to figure out what regime we're in
May 12 2023

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

May 5 2023
Markets/Economy .
Article

7 minute read

'Sizzling' labor market report less impressive than it seems
May 5 2023

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

May 3 2023
Monetary Policy .
Article

2 minute read

Could the latest be the last?
May 3 2023

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

May 16 2023
Markets/Economy .
Article

5 minute read

Bulls running out of air; bears running out of time
April 28 2023

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

April 28 2023
Liquidity .
Article

3 minute read

One Fed, two jobs
April 3 2023

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