Last week’s market headlines offered a masterclass in economic complexity, with every story weaving into the next. The focus of course going into the week was the Fed’s rate cut which set the tone, sparking volatility across stocks and bonds and raising fresh questions about inflation’s staying
The Federal Reserve has been going out of their way to tell the stock and bond market that they will be focusing solely on taming inflation and won't be looking to stimulate the economy unless inflation is under control. Too much money floating around the system led to too much
Last week's Musings focused more on the big picture and my message to clients and advisors on where we go next. With that focus a lot of my random thoughts last week were on the long-term impact COVID will have on our economy, the markets, and our lives. We will
I've often said if I had to pick just one Leading Economic Indicator it would be Building Permits. If you've ever bought a house you know first-hand how much you personally stimulate your local economy. If it was a new home you've already provided jobs to the contractors and the
What should we expect from the economy over the short & long-term?
What does this mean for the Fed and their interest rate decisions?
Most importantly, how should investors be positioned?
