August Recap and September Outlook For most of the summer, increasingly positive data releases fed...
September Market Commentary – A Raft of Reassuring Data – or Not?
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Market Commentary
Read our latest market commentary and insights.
August Market Commentary – The Sunny Side of the Street?
July Recap and August Outlook Data releases in July told a story of a stronger-than-expected...
July Market Commentary – The Fed Takes a Micro-Holiday
June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after...
June Market Commentary – A Hot Labor Market Complicates the Fed’s Timeline
May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month....
May Market Commentary – The End of a Fed Cycle?
The End of a Fed Cycle? April Recap and May Outlook The biggest news in the Fed’s statement after...
April Market Commentary – All’s Well That Ends Well? Not So Fast…
March recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at...
March Market Commentary – Why Aren’t Rate Hikes Working?
February Recap and March Outlook If there's an aphorism for February that you could embroider on a...
February Market Commentary – Powell’s Not Done
January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it...
January 2023 – Market Commentary
The Fed Goes Meta December Recap and January Outlook While the equity markets, as measured by the...
December 2022 – Market Commentary
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented"...