FOMC: One Last Pause?

The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...

Rearview to Windshield, June 2026

Tech Gains and AI Optimism Defy Seasonal Slumps in May: The global financial markets put on a resilient performance, shunning the traditional “Sell in May and go away” seasonal slump to book notable gains. The rally was heavily powered by blockbuster...

Rearview to Windshield, May 2026

Patience Remains an Investor’s Best Characteristic: The market experienced a powerful, broad-based rally throughout April 2026, marking one of the strongest monthly performances in years as investors shook off the volatility of early spring. The Nasdaq Composite led...

The Market In Pictures, December 19

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 manager struggles to large cap earnings, AI impacts to economic growth, and money flows to cash and bonds. Hope you have a great...

December FOMC: A Holiday Treat

The FOMC release was less hawkish than feared (milkshake) with a dovish presser (cherry on top). We view December 10th’s move as a risk management cut given a slowing job market and limited inflation fears (we’re above target, but inflation break-evens...