by John Luke Tyner | Nov 22, 2023 | Blog, Bonds
Last week, the CPI & PPI print both came in weaker than expected. The market responded favorably with stocks up and yields dropping. The bigger change in our minds was the drop in forward interest rate expectations where the market continues to price a lower...
by David Wagner | May 31, 2022 | Blog, Macro Updates
Right now, the consumer’s money in their wallet doesn’t jiggle jiggle, it folds. Everyone reading this has probably heard us continually state that the stock market is different than the economy, and that over longer periods of time, the consumer’s propensity to spend...
by David Wagner | May 20, 2022 | Blog, Macro Updates, Market Updates
We continue to understand that emotions are heightened in this current market – the volatility is real. Thus, we know that a lot of y’all are focusing on how to help your clients Think Well and we love that. But, being a wildcard, I’m going to take this musing in a...
