“If there is anything more “systemic” in the results yesterday that needs to be watched, it’s that the bank said it thinks credit deterioration could occur in the office and multi-family property markets (commercial real estate)”

“If there is anything more “systemic” in the results yesterday that needs to be watched, it’s that the bank said it thinks credit deterioration could occur in the office and multi-family property markets (commercial real estate)”

by | Feb 2, 2024 | Market Notes, Media Notes

2 Regional bank selloff continues as New York Community Bancorp slumps     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

The Market in Pictures, December 29

by | Dec 29, 2023 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Joseph: Like last year, Wall Street strategist targets are quite conservative for 2024    ...

Market Still Undershooting Fed Communication

by | Aug 15, 2023 | Blog, Bonds

Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...

The Market in Pictures, June 30

by | Jun 30, 2023 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The cleanest story since the October low has been decelerating headline inflation, which lines...