by arleneadmin | Jul 28, 2025 | Weekly Market Commentary
Printer Friendly Version We believe this more complex macro environment will force the Federal Reserve (Fed) to maintain its cautious stance on monetary policy for longer than markets originally expected. One factor adding to the complexity is the post-pandemic impact...
by arleneadmin | Jul 21, 2025 | Research, Weekly Market Commentary
Printer Friendly Version The Jekyll and Hyde Bond Market: A Tug of War Between Economic Data and Deficit Spending Within fixed income markets, a tug of war has unfolded between two opposing forces, much like the classic tale of Dr. Jekyll and Mr. Hyde. The benevolent...
by arleneadmin | Jul 14, 2025 | Research, Weekly Market Commentary
Printer Friendly Version If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock market in the first half and will continue to play a large role in the second...
