The Market in Pictures, September 23
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: This...
FOMC September 2022: Another Big Hike
As expected, the Federal Reserve opted to raise rates 75bps, taking the target range to 3.00% to 3.25%, with a total of 300bps in policy adjustments since March…the fastest...
Why Own International?
Why do we own international stocks? This is one of the most common questions we receive from advisors. Who can blame them? We are nearly 15 years into a regime in which US...
The Market in Pictures, September 16
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke:...
Prepare for More Tightening
Another Hot Inflation Report CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations once in the past year. The U.S....
The Market in Pictures, September 9
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: Traditional...
High Yield: Is the Juice Worth the Squeeze?
With stocks and bonds both down year-to-date (YTD), there have been very few places for investors to hide. In fact, through August, the 60/40 portfolio is having its worst...
Rearview to Windshield, September 2022
Developments Over the Past Month As the summer comes to a close, it’s worth looking back to Memorial Day for perspective. Equities have been largely flattish and...
The Market in Pictures, September 2
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: The first...
Quantitative Tightening is Here
The balance sheets of global central banks have grown drastically in the last 15 years. The United States balance sheet alone grew from ~$4 trillion to ~$9 trillion over the...
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