The Market in Pictures, March 21

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US market correction to the economy to sentiment and tariffs and global money flows. Enjoy!   Brett: After two years of...

FOMC is Waiting for Clarity, Too

Fed Waiting, Like the Rest of Us   The Federal Open Market Committee (FOMC) met this week, deciding to leave the reserve rate unchanged as expected (a unanimous decision amongst voters). The Fed’s so-called “dot plot,” which projects participants’ expectations...

The Market in Pictures, March 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US market correction to investor sentiment to tariffs and relative strength in foreign markets. Enjoy!   Brett: 10% market...

March 2025 in Stocks: Beyond the Headlines

Given the recent market volatility, we wanted to share some thoughts on the evolving landscape and provide some opinions on what it means for volatility and markets.  There is a lot of noise between Trump policy, DOGE, inflation, and monetary policy that is creating...

Can Lower Rates Be Disinflationary?

If you ask most people whether increasing the supply of goods over time helps reduce inflation, the overwhelming answer is “yes.” After all, more supply means less scarcity, which should ease price pressures. Similarly, if you ask whether companies are...