March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to...
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March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is...
February Market Commentary Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard...
January Market Commentary Is Rate Relief In Sight?
January Market Commentary Is Rate Relief In Sight? December Recap and January Outlook The drama...
December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell...
November Market Commentary: Powell on Rate Cuts: Nope.
October Recap and November Outlook The Federal Reserve's November meeting went as the market...
October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed's meeting in September was to hold...
September Market Commentary – A Raft of Reassuring Data – or Not?
August Recap and September Outlook For most of the summer, increasingly positive data releases fed...
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...