This week, as the Fed's interest rate setting committee convenes, they face another opportunity to achieve the elusive 'holy grail' of monetary policy: soft-landing the economy. Balancing between an economy that's neither too hot (inflationary) nor too cold (high… More >>
Albert Einstein once quipped, “Not everything that can be counted counts, and not everything that counts can be counted.” 1
With the U.S. Presidency being contested and the Democratic Party in chaos following President Biden's withdrawal from the race, it’s easy to get… More >>
How to Cope with Shocking Events and Your Portfolio.
I have often called Presidential election years the ‘Silly Season.’ All the posturing, political speech, and empty promises make for a cynical consumer. However, things got serious this season. The attempt on former… More >>
We are entering the phase of the economic cycle where things can look and feel a little painful. Yet equity returns can act in a counterintuitive manner.
Let me explain.
The recent jobs report suggested that the labor market was in good shape. However, when you look at… More >>
Overall equity markets rose in the second quarter, with the S&P 500 gaining 3.92% as investors have been digesting a mix of economic data points, including signs of a cooling labor market, receding inflation, as well as an evolving Fed policy outlook as the U.S.… More >>