Will Congress Abide The Big Tax Bill?

Will Congress Abide The Big Tax Bill?

May 9, 2025 | The Weekly Edge

Blond Treehorn Thug: Where’s the money, Lebowski? The Dude: It’s uh…uh…it’s down there somewhere, let me take another look. – The Big Lebowski, 1998 Introduction This is a very complicated case, Maude. You know, a lotta ins, a lotta...
Eye of the Hurricane?

Eye of the Hurricane?

Apr 25, 2025 | The Weekly Edge

“Hey Curly, what all happens in a hurricane?” – Introduction Last week, we rolled out our Q2 economic and market outlook, entitled The Space Between. The title of Dave Matthews Band’s biggest hit single is an apt metaphor for the macro environment in which we find...
Call It

Call It

Mar 21, 2025 | The Weekly Edge

“What the Most You Ever Lost on a Coin Toss?” Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy...
A Hitchhiker’s Guide to Tariffs

A Hitchhiker’s Guide to Tariffs

Mar 7, 2025 | The Weekly Edge

Introduction “Don’t panic.” Investors have now lived through several weeks of heightened market volatility, driven primarily by a combination of disappointing economic data and erratic policymaking. As we’ll point out in this piece, the amount of market churn –...
Heartbreaker

Heartbreaker

Feb 14, 2025 | The Weekly Edge

“Burnin’ out of control…” – Inflation Data Sets a New Tone for Bond Markets It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”. The January U.S. Consumer...