Our Commentary

The Fed and Jackson Hole
Fed to Present Update at Jackson Hole on Friday In the year since Federal Reserve Chairman Jerome Powell’s last speech

Soft Landing Back in Play
Soft Landing Hopes Rising A “soft landing,” a scenario in which the Federal Reserve tames inflation through interest rate hikes

Markets Calm Amid Crosscurrents
Both stock and bond markets seem to be taking today’s many conflicting financial and political cross currents in stride, with

Fed’s Medicine is Working
The first quarter of 2023 featured plenty of drama in the markets, with the sudden failure of Silicon Valley Bank,

The Demise of Silicon Valley Bank
On Friday, Federal banking regulators placed Silicon Valley Bank (SIVB) into receivership to protect depositors and to prevent possible contagion

Markets Not Toeing the Fed’s Line
In the opening weeks of 2023, equity markets here in the U.S. and around the world have performed well, signaling

Can the Fed Stick the Landing?
2023 Investment Outlook In 2022, inflation spiked around the world because of supply chain constraints, massive pandemic-era fiscal stimulus and

2022 Year-End Financial Checklist
2022 has delivered way more than its fair share of uncertainty and stress for investors. Taking stock of your complete

Inflation Rolling Over?
So far in the fourth quarter, markets have bounced nicely from the drubbing they took from mid-August through September. One