Jump Scares for Halloween

Jump Scares for Halloween

“Everyone’s entitled to one good scare.” – Rounding up the Latest Economic News It’s officially November. The trick-or-treating is over, and the days of noshing on leftover candy have begun. As investors, the past several weeks made us feel a bit like a group of...
Livin’ on the Edge: Implications of Election 2024

Livin’ on the Edge: Implications of Election 2024

“It sure ain’t no surprise.” The U.S. election is upon us. As investment strategists, we worry primarily about the macroeconomic environment and its influence on the major drivers of asset prices, like interest rates and corporate earnings. Today, however, we will...
Hey, Old Friends: Bonds are Working Again

Hey, Old Friends: Bonds are Working Again

“It started out like a song.” Something is stirring. Shifting ground. It’s just begun. This month, investors seem to have finally cast aside their inflation worries as they focus more on risks to global growth. Commodities prices have plunged, bonds are rallying, and...