Author Archive
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Jul 3, 2025What to make of the latest tax moves in the US and abroad. -
Jul 2, 2025In context, the dollar’s drop is benign. -
Jun 30, 2025The S&P 500 is back at breakeven after the sharp springtime correction. -
Jun 27, 2025Why Switzerland’s return to 0% interest rates isn’t as consequential as some think. -
Jun 26, 2025On buybacks, long rates and Fed heads. -
Jun 25, 2025So far, investors are taking things in stride. -
Jun 20, 2025What to make of retail sales and industrial production? -
Jun 19, 2025There are some key differences with the House version as it nears the president’s desk. -
Jun 14, 2025Markets have learned from the tragically long history of regional strife. -
Jun 12, 2025Why tariffs didn’t knock or boost businesses’ recent hiring decisions. -
Jun 9, 2025How the last big market worry informs the current one. -
Jun 6, 2025Fiscal forecasts aren’t quite as they might seem. -
Jun 5, 2025Bullish gridlock abounds. -
May 30, 2025Uncertainty isn’t fading yet. -
May 28, 2025Investor takeaways from the House budget reconciliation bill. -
May 27, 2025Putting a “weak” 20-year Treasury auction and recent yield moves in their proper, necessary perspective. -
May 20, 2025Credit ratings don’t tell investors anything they don’t already know. -
May 15, 2025The latest data show tariffs have yet to vaporize trade. -
May 12, 2025Thursday’s trade deal isn’t much of a deal. -
May 9, 2025Before attempting to forecast US tax cuts’ effects on America’s federal debt, perhaps we should know what, if anything, will be cut?
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May 8, 2025Whether negative or positive, reacting to recent volatility is a mistake, in our view. -
May 3, 2025Fancy a respite from the storm? We have you covered. -
May 2, 2025Spiking imports masked a healthy private sector. -
Apr 30, 2025Stocks should enjoy falling political uncertainty. -
Apr 25, 2025Take a step back, scale and add perspective. -
Apr 24, 2025Some perspective on common headlines comparing April’s slide through Monday to 1932. -
Apr 19, 2025Headlines finally realize economic data are backward-looking. -
Apr 18, 2025Fund managers illustrate sentiment’s swing. -
Apr 17, 2025Tariff frontrunning played a role, but UK GDP is in better shape than many appreciate. -
Apr 14, 2025Perspective and scale suggest headlines are overreacting. -
Apr 11, 2025Knee-jerk reactions aren’t your friend on good days or bad. -
Apr 9, 2025Why an “own everything” investment approach is counterproductive. -
Apr 5, 2025Our perspective on markets’ sharp swing.
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Apr 1, 2025The reaction to U-Michigan’s sentiment survey is telling. -
Mar 31, 2025On hot stocks, Treasury markets and more. -
Mar 28, 2025Is today’s stagflation chatter reason for investors to worry? -
Mar 26, 2025Does a surge of slow pop songs indicate a slow economy? -
Mar 24, 2025Whenever a correction strikes markets—one of those sharp, sudden, sentiment-fueled drops of -10% to -20%—there are a few things you can bank on happening. Often there... -
Mar 14, 2025How government job cuts are affecting overall employment.
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Mar 12, 2025Bear markets usually start with a whimper, not a bang. -
Mar 10, 2025Is top earners’ record-high share of US personal spending a simmering problem? -
Mar 7, 2025It is still just a commodity. -
Mar 6, 2025Don’t fret GDPNow’s projected Q1 dip.
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Mar 5, 2025Tariffs, when scaled properly, aren’t as large as headlines imply. -
Feb 27, 2025Oil, natural gas and stocks show how markets work. -
Feb 24, 2025A weak report isn’t quite what headlines imply. -
Feb 21, 2025How some one-offs affected last month’s economic data. -
Feb 14, 2025Revisiting Tech layoff fears from several years ago. -
Feb 10, 2025Reviewing what has—and hasn’t—happened in the UK after Brexit’s fifth birthday. -
Feb 5, 2025Main thrust points to further growth, supporting markets. -
Feb 4, 2025Tariffs are already getting walked back. -
Jan 31, 2025It looks similar to 2024—a fine backdrop for stocks.
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Jan 29, 2025Computing power is always getting more efficient. -
Jan 24, 2025Imports exceeding exports doesn’t hurt economic growth or stocks.
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Jan 22, 2025About those Treasury bond portfolios … -
Jan 21, 2025Advisory committees can’t do much. -
Jan 20, 2025When it comes to rising rates, reality is better than feared. -
Jan 16, 2025Remember short-term volatility can arise for any (or no) reason. -
Jan 10, 2025Companies didn’t want to drill offshore anyway. -
Jan 9, 2025A symbolic pipeline goes offline, but markets have long since moved on. -
Jan 7, 2025International politics are off to a fast start. -
Jan 3, 2025Once again, stocks prove seasonal myths are a dud.
