Livin’ on the Edge: Implications of Election 2024

Livin’ on the Edge: Implications of Election 2024

Sep 27, 2024 | The Weekly Edge

“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...
Bound for the Floor: Recalibrating Fed Policy

Bound for the Floor: Recalibrating Fed Policy

Sep 20, 2024 | The Weekly Edge

And you just don’t get it, you keep it copacetic “Bound for the Floor”, Local H   In an interview about the lyrics of their 1996 hit “Bound for the Floor”, frontman Scott Lucas explained the origin of the song’s most notable lyric “you keep it copacetic”,...
Hey, Old Friends: Bonds are Working Again

Hey, Old Friends: Bonds are Working Again

Sep 13, 2024 | The Weekly Edge

“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...
Do the Evolution

Do the Evolution

Sep 6, 2024 | The Weekly Edge

One iconic evening in 2003, Pearl Jam fired up the crowd at Madison Square Garden so much that the stage started shaking, bouncing up and down as they ripped “Do the Evolution.” This past week, Pearl Jam returned to the Garden, celebrating their 50th New York...
There’s No Place Like the U.S. Housing Market

There’s No Place Like the U.S. Housing Market

Aug 23, 2024 | The Weekly Edge

“Oil can. Oil can!” – The Tin Man, The Wizard of Oz Considering its central role in the largest financial crisis in living memory, the U.S. housing market isn’t getting the attention it deserves from economists and investors. Construction and sales of homes,...