INSIGHTS

FEATUREDIs the “September Effect” Already Taking Hold in Equity Markets

Equities Prevail in the Face of Volatility – August Recap

The Fed’s Pivoting Monetary Policy

Consumer Resiliency is Running Thin

Too Soon to Say the Bottom Is In?

A Shifting Tide in Equity Markets – July 2024 Market Recap

One Year Since the Fed Hiked Rates…When to Expect a Cut?

What Will Trump Focus on if he Wins Election?

2Q24 Earnings Season Preview

As Goes the First Half so Goes the Year?

2Q24 Recap – Growth Trade Continues Despite Hawkish Federal Reserve

Alarm Bells Sound After CBO Releases Updated Spending Figures

Inflation Overview – The Good, the Bad, and the Still Ugly

Is the Clock Ticking for the Fed?

April Showers Brought May Flowers

Consumer Cracks Beginning to Widen