The Fed's Tightening Cycle is Underway
First, the Fed’s thinking about inflation changed (not “transitory”). Then, Jerome Powell received...
The End of Easy Money?
On Wednesday of this week,President Biden publicly chargedthe Federal Reserve to rein in...
2021 Mid-Year Summary
Markets Higher Thus Far in 2021 as Monetary Policy Wanes, Growth Slows
2021 Q1 Summary
2021 So Far. What you need to know.
Bonds: Low Yield or No Yield?
Unfortunately, we’ve moved from a “low-yield” world to a “no-yield” world. Can we regain the lower...
What Happened This Week (11/06/2020)
Something to Watch. The outperformance by the largest growth stocks relative to other S&P 500...
WHTW (10/30/2020) All Eyes on Tuesday
The next presidential cycle and its ideological framework is set to unfold next week. While current...
What Happened This Week (10/23/2020)
The market's turnaround and push to new highs at a time when so much economic output has yet to...
What Happened This Week (10/16/2020)
Year-end selling pressure? While changes to tax policy will be subject to the legislative process...
What Happened This Week (10/09/2020)
About Face on Fiscal. After a week of off again/on again fiscal talk, the final word for the week...