How Would You Like that Cooked? The Federal Reserve’s move to increase the Fed Funds Rate (FFR) by another 75 basis points to an upper bound of 3.25% was widely anticipated and what the […]
Tough Love This week’s CPI report served up tough love for both bulls and hopeful doves. The rally that took us back above 4,000 on the S&P 500 was put to a painful end […]
Still Between the Uprights In celebration of the start to the NFL’s regular season this week, please humor my football analogies and shameless plug for the Green Bay Packers…#gopackgo (that was it, that’s the […]
Asset returns were broadly negative during the seasonally low volume month of August. The Federal Reserve reiterated its commitment to fighting inflation and restoring price stability, despite the economic pain it may bring. Interest […]
Separate Ways, Worlds Apart For many months, we have focused almost unilaterally on the path of tightening by the Federal Reserve, and what the next leg of that journey may look like. The concern […]