As we think about investment themes for next year and beyond, one thing that stands out is that there are attractive opportunities in fixed income again for the first time... read more →
The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good mood. The details were certainly encouraging with headline inflation flat... read more →
Q3 earnings season is about to rev up with the big US banks reporting on Friday and major Tech companies later this month. Over the past three quarters, S&P 500... read more →
As if on cue to allow everyone to enjoy the last few weeks of summer, today’s labor report was mostly a snoozefest that came in very close to the official... read more →
Second quarter earnings season is in full swing, with this being the busiest week that has the largest number of S&P 500 companies due to report results. As usual, investors... read more →
Tomorrow brings the latest Federal Reserve decision, with another quarter-point hike viewed as a slam dunk – current market pricing shows a 93% probability of that outcome. That would bring... read more →
This morning brought the latest read on inflation with the release of the Consumer Price Index (CPI) for March. Overall, it was mostly in-line with expectations with further signs of... read more →
With fears of oncoming recession still swirling, the corporate bond market continues to mostly mimic a big shoulder-shrug about that very prospect. As we’ve noted, the difference in yield between... read more →
One of the silver linings of the type of volatility that’s occurred over the past year is that it also creates opportunities amidst the carnage. An area that we believe... read more →
Today is Halloween, and so far it’s been a very spooky year for investors. Inflation, rate hikes, geopolitical conflict and recession fears have all been stirred up in a witches’... read more →
