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...

The Market in Pictures, March 7

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from strength in foreign markets to correction talk to the economy and FOMC policy. Enjoy!   Brian: It’s been quite the year for stocks...

Dueling Mandates in Play for FOMC

Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years   The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 came in at -2.8% on March 3, down from -1.5% on February 28. Following releases from...

Rearview to Windshield, March 2025

During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington when it came to tariffs and, in my opinion, to a lesser extent, the implications of the...