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 - […]
Every year since Doxa Capital began in 2015, this email was accompanied by our end of year note - except for this one. Instead we took the same format and put it into episode 11 of our podcast, Doxa Takes [blue link below]. We start off with the popular segment “what we got right & […]
After a few calm summer months where inflation decelerated and the labor market kept chugging along, a new market narrative has taken the driver’s seat: long-end interest rates. That’s not to say that rates have been docile over the past year, but most of the action has been on the short end, e.g. money markets, […]
