Current Market Environment The third quarter was marked by strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve...
Current Market Environment While too early to declare victory, the historically elusive "soft landing" is becoming the base case for investors. The U.S. economy continues to grow,...
Current Market Environment The first quarter of 2024 was marked by a continued pushing out of expectations for when, and by how much, the Federal Reserve would cut rates, as...
Current Market Environment In the third quarter, the market seemed to grapple with a "higher for longer" interest rate environment. The benchmark 10-year Treasury rose...
Current Market Environment “Don’t get caught up with what other people are doing. Being a contrarian isn’t the key but being a crowd follower isn’t either. You need to detach...
Current Market Environment The first quarter of 2023 was akin to a play with three distinct acts. However, unlike a traditional play in which the first act introduces a problem,...
Current Market Environment “This time is different.” As 2022 began, that sentiment seemed pervasive. With the S&P 500 trading close to all-time highs, continuing to be led by...
Current Market Environment According to ESPN major league baseball (MLB) analyst, Doug Glanville, MLB instituted the “warning track” in 1949. This came after a Brooklyn Dodgers...
Current Market Environment We find ourselves questioning the maxim, “Good things come to those who wait.” After waiting years for interest rates to rise, thereby ushering in a...
Current Market Environment The new year started as we expected: inflation continuing to rise, the Federal Reserve getting increasingly hawkish, interest rates rising, and with a...
