Crossing the Frame

Crossing the Frame

Press the steps I take to cross your door frame “Crossing the Frame” – Coheed and Cambria As U.S. large cap indices “crossed the frame” of prior highs to trade near or to new all-time-highs, it is helpful to take an assessment of the tailwinds and headwinds for...
Need You Now

Need You Now

And I don’t know how I can do withoutI just need you now “Need You Now” – Lady A Much like a weepy country song at a karaoke party, PMIs are souring the mood, calling into question the cyclical recovery in the U.S. and challenging the ever-higher growth...
Pictures of You

Pictures of You

I’ve been looking so long at these pictures of youThat I almost believe that they’re real “Pictures of You” – The Cure We continue to see this market for risk assets (equities and credit) as being underpinned by rising growth estimates. We have...
Second Quarter Outlook

Second Quarter Outlook

This week, we shared our outlook for the economy and markets in the second quarter of 2024. Below you will find the link to the whole, detailed slide deck. For those who would like a quick summary, the deck includes the following key takeaways: • Economy: We expect...