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…
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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…
Markets have had plenty to digest lately, but three stories stand out to us this week. The first is happening in the bond market, where long-term Treasury yields moved back…
Markets have had plenty to digest over the past few weeks. A surprisingly weak jobs report raised questions about the economy, inflation remains above the Federal Reserve’s 2% target, and…
For much of this year, investors have been asking relatively straightforward questions. Would the economy avoid recession? Would inflation continue falling? Would corporate earnings remain strong? Increasingly, the answers have…
