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Bond yields are once again on the rise—a trend that spells trouble for the U.S. consumer. The benchmark 10-year Treasury yield recently climbed to 4.51%, pushing 30-year mortgage rates back above 7%. This upward movement in rates is particularly damaging for the housing… More >>

We are only about 3% below the all-time highs on the S&P 500. Who could have imagined we would be back at these levels so quickly with all that is going on?1 You and I did! That’s right, the average investor held their resolve and stayed invested while the… More >>

We finally had our first tariff off-ramp. Last week, the Trump administration announced a trade deal with the United Kingdom. It reflected deep economic alignment, strategic trust, and a shared framework of market capitalism. It was also because the trade difference… More >>

Over the last nine consecutive days, the S&P 500 has recovered all its losses since the April 2nd launch of the Trump trade war. This is the longest S&P 500 winning streak in the last 20 years.1 The historic rally occurred even considering a mix of economic… More >>