We’re at a point in the economic cycle where depending on your opinion of whether we’re headed for a serious downturn or not, you can find the data to support your argument. For every […]
Running of the Bulls Bullish sentiment was the star of the show yesterday as year-over-year July CPI came in at 8.5% — below estimates and below June’s hottest read of the cycle yet at […]
Returns were positive across most asset classes in July, a welcome development after a tough June. Interest rates declined broadly on fears of a downturn, despite job growth remaining strong and an acceleration in […]
The Earnings Engine that Could With roughly 65% of S&P 500 companies having now reported their Q2 results, the verdict is nearly in and earnings season hasn’t been as terrible as feared. It certainly […]
Hot Hike Summer It’s hard to believe we’re only four hikes and just over four months into this hiking cycle. The Federal Open Market Committee raised its target policy rate by another 75 basis […]