Economic & Market Report: Looking Beneath The Surface
“Look beneath the surface; let not the several quality a thing nor its worth escape thee.” – Marcus Aurelius The gains in the…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Economic & Market Report: Shortness of Breadth
The U.S. stock market is flying once again this year. After posting an impressive +24% advance in 2023, a year when many…
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Economic & Market Report: Stress Test
The U.S. economy continues to exude resilience as we make our way through the early months of the New Year. And capital…
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Economic & Market Report: Some Like It Hot
The latest jobs report for the month of January came in “hot”. The latest reading on CPI inflation to start the New…
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Economic & Market Report: Déjà Vu?
It was nearly a year ago when global capital markets came under sudden and intense pressure. Over the course of hours in…
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Economic & Market Report: Pain Points
The New Year is off to a rousing start for the U.S. stock market. With the recent stock bear market now definitively…
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Economic & Market Report: Dissecting the Fed Rate Cut Case
Investors are all a flutter over the idea that the U.S. Federal Reserve is set to aggressively cut interest rates in 2024.…
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Economic & Market Report: Managing Expectations
It has been a sputtering start for capital markets thus far in 2024. The performance of the headline benchmark S&P 500 has…
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Economic & Market Report: Winners & Contrarians
A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the…
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Economic & Market Report: Setting The Bar
A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and…
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