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 […]
Markets across the world closed out the first half of 2023 on a pretty good note, rebounding a good bit from the declines of last year. Sure, interest rates have increased a lot as the Federal Reserve tries to battle inflation, but put simply: the economy is resilient as it normalizes from the bullwhip effects […]
Although markets had a decent first quarter, plenty of questions remain unsettled around the fate of inflation and interest rates, whether or not a recession will take hold, and more recently, a bank deposit crisis. Rather than unpack these events in our typical quarterly note, we put it all in episode 4 of our podcast, […]
