• Cyclical Stocks Reacting Favorably to Fed Interest Rate Cuts

    September business surveys, Chicago Federal Reserve (Fed) National Activity Index, Philly Fed state coincident indexes, and jobless claims are all consistent with further economic growth.

  • Landing the Beast

    The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.50% to a range of 4.75 – 5.00%, kicking off the hiking cycle with a bang.

  • The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle

    This report will explore the potential scenarios for bond market performance in the six months following an initial Fed rate cut, keeping in mind the unique economic landscape we find ourselves in today.

  • Labor Market and Inflation Consistent With Interest Rate Cuts

    We continue to see signs of softness in the labor market and slowly falling inflation. This is consistent with the Federal Reserve (Fed) cutting interest rates at next week’s meeting.

  • The Impact of Gold From a Diversification Standpoint

    Gold’s value as a diversification asset has been well-documented and has been consistent historically, especially in bear markets.

  • September Investment Perspectives

    A look at labor conditions and what they signal for the path ahead, how low interest rates will go, and if September’s FOMC meeting will bring more volatility.

  • Thoughts on Current Market Pullback

    While the recent stock market drawdown has been sharp, it has not reached the magnitude of the market decline in a typical year, and the market is still 9% higher than at the start of the year.

  • August Investment Perspectives

    In this issue of Investment Perspectives, we discuss the impact of the election on the market, floating rate bond performance during times of rate cuts, and using P/E to determine a stock's valuation.

  • Foaming The Runway

    The Federal Reserve Open Market Committee left their target for interest rates unchanged at a range of 5.25 – 5.50%, the 12th month of unchanged overnight rates.

  • Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts

    In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

 

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