With or Without You

With or Without You

Jan 31, 2025 | The Weekly Edge

“See the Stone Set in Your Eyes…” Last week began with a bang as an apparent Artificial Intelligence (AI) breakthrough out of China called into question the narrative driving much of the recent U.S. equity market moves. By Friday morning, however, monetary policy,...
Labor Market Showing Its Flair

Labor Market Showing Its Flair

Jan 10, 2025 | The Weekly Edge

“Did you get that memo?” Fed rate cuts appear to be on hold. Global government bond markets are in retreat. And stocks have been jittery in the opening days of 2025. The trend for each of these hinges, to varying extents, on whether the U.S. job creating machine can...
What Year Is It?

What Year Is It?

Jan 3, 2025 | The Weekly Edge

Read Instructions Carefully The investing world has awoken from a two-week holiday slumber, and a new year has begun. 2025 starts, as most years do, with more questions than answers. But the outcome for the global economy and financial markets seems unusually...
The Show Must Go On

The Show Must Go On

Dec 6, 2024 | The Weekly Edge

Outside the Dawn is Breaking…on 2025 Our last Weekly Edge addressed the potential that we could see improving economic data in the wake of the U.S. election, reflected by more optimistic consumer and business survey responses. Since then, we’ve seen that effect...
Hard and Soft

Hard and Soft

Nov 22, 2024 | The Weekly Edge

Those of us raised on science fiction movies know the difference between the “hard” and “soft” parts of the genre. Soft sci-fi films, like Jurassic Park or Star Wars, prioritize human emotion over plausibility, which is often what makes them crowd-pleasers. But a...