May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The...
June Market Commentary A Fragile Balance at the Mid-Point of the Year
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Market Commentary
Read our latest market commentary and insights.
May Market Commentary A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is...
April Market Commentary: What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to...
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...