That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market…
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…