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Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

by arleneadmin | Feb 24, 2025 | Research, Weekly Market Commentary

Printer Friendly Version The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP)...
Tariffs Ignite a Metals Melt-Up  | Weekly Market Commentary | February 18, 2025

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025

by arleneadmin | Feb 18, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending. President Trump reinstated a full 25% tariff on all steel imports — effectively closing...
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

by arleneadmin | Feb 10, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century, used as an analogy for how each animal attacks; the bull thrusts its horns upwards, and a bear swipes its paws...
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

by arleneadmin | Feb 3, 2025 | Research, Weekly Market Commentary

Printer Friendly Version With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American...
  • Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025
  • Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025
  • Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025
  • Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
  • Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

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