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...
Surprise Surprise

Surprise Surprise

Feb 7, 2025 | The Weekly Edge

Surprise, surprise, the unexpected hits you between the eyesThe unpredictable, that’s the surprise you see, surprise! surprise! “Surprise Surprise”, Cilia Black Surprise Surprise, with Cilia Black as its host and singer of its theme song (which has recently...
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,...
The Reason

The Reason

Jan 24, 2025 | The Weekly Edge

I’ve found a reason for meTo change who I used to beA reason to start over newAnd the reason is you “The Reason”, Hoobastank In the hubbub of the inauguration, the bulled-up CEOs at the World Economic Forum, a flurry of executive orders, AI competition, and...
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...