The Federal Reserve took a break from raising interest rates this week, but that doesn’t mean its work is finished. Inflation remains stubborn, economic growth continues to surprise to the…
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Financial markets rarely move in straight lines, and neither does the economy. We’ve seen that play out throughout 2026, with stocks navigating rising interest rates, geopolitical uncertainty, and questions about…
Inflation, interest rates, and corporate earnings have been competing for investors’ attention throughout much of the year. And while each tells a slightly different story, together they paint a picture…
Markets have a way of making investors hold two thoughts at once. Economic growth remains supportive, yet higher borrowing costs are putting pressure on parts of the economy. The major…
Markets enter the fourth quarter in an unusual spot. Economic growth has been stronger than previously reported, corporate investment remains robust, and inflation data just got a little less threatening….
Last week, the Fed raised rates for the first time since 2023. This week, the bond market responded. The 10-year Treasury yield climbed to its highest level since 2007, and…
The Federal Reserve did something this week it hasn’t done in more than three years. Following the prior cutting cycle, it raised interest rates. The quarter-point hike itself wasn’t much…
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. Last week, we discussed the data that we believed would likely be the catalyst for…
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. The economy continues to operate as a tale of two tapes. On one side, geopolitical…
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. Two things happened this month that are difficult to reconcile. Inflation stopped improving. The economy…
