In our last note, we mentioned that 2025's journey might include some air pockets along the way – and we've certainly hit one recently. The good news is that we were prepared for this turbulence. The markets have faced increasing headwinds this quarter, largely stemming from policy developments. As we cautioned previously, while markets initially […]
In our latest Doxa Takes episode, we explore why 2025's economic story might be more nuanced than the headlines suggest. While the narrative of resilience remains intact - backed by steady consumer spending and moderating inflation - we're seeing signals that warrant a more vigilant approach to risk management in the year ahead. The foundation […]
This afternoon, the Federal Reserve is poised to cut interest rates, marking the first step on their journey to normalization. This action kicks off multiple rate reductions expected to unfold throughout 2025+, creating a new cutting cycle that will ripple through markets and the broader economy in the months ahead. To provide deeper insights at […]
Just a few months removed from our spring note in April, we find ourselves navigating a significant shift in the financial landscape. The focus has moved from inflation to growth, narrowing those potential paths we outlined from three to two. The market is now grappling with two potential outcomes in what we call a "growth […]
One year after we first had her on the podcast, we were honored to run it back a second time with Callie Cox on episode 15 of Doxa Takes. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. Callie is one of the best at making complicated things simple - […]
