Research & News
Asset Allocation Bi-Weekly – The Yield Curve Un-Inverts (October 14, 2024)
by the Asset Allocation Committee | PDF Although the financial press has failed to discuss it at length, the United States bond market has just exited a long period in which the yield curve (the range of bond yields across maturities) was inverted (longer-term yields were lower than shorter-term yields). One popular summary measure of… Read More »
Daily Comment (October 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently analyzing the latest PPI data. In sports news, the Minnesota Lynx managed to win game one against the New York Liberty in the WNBA Final. Today’s Comment will cover our thoughts on the latest inflation report,… Read More »
Daily Comment (October 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still processing the latest inflation data. In sports news, the New York Mets defeated the Philadelphia Phillies to move on to the NLCS. Today’s Comment will discuss the latest FOMC meeting minutes, explain why the dollar is… Read More »
Daily Comment (October 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing the latest comments from Fed officials as it looks for further evidence of a soft landing. In sports news, the Minnesota Lynx were able to knock out the Connecticut Sun to make it to the… Read More »
Daily Comment (October 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with disappointment over the Chinese government’s failure to announce more economic stimulus, which has created extreme volatility in Chinese markets. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Bi-Weekly Geopolitical Report – The US Presidential Election: Foreign Policy Implications (October 7, 2024)
by Daniel Ortwerth, CFA and Thomas Wash | PDF History shows that, despite the promises made as candidates, United States presidents display remarkable foreign policy consistency from one administration to the next. While often distinguishing themselves in the realm of domestic policy, the imperatives of national security tend to force the hands of presidents into… Read More »
Daily Comment (October 7, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today, the one-year anniversary of the Hamas attacks on Israel, opens with rumors that Iran may have tested a nuclear weapon as it tries to deter more Israeli attacks on its interests. We next review several other international and US… Read More »
Daily Comment (October 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are currently reacting to the fresh jobs report. In sports news, Caitlin Clark of the Indiana Fever has been named the WNBA Rookie of the Year. Today’s Comment will delve into the ongoing Israel-Iran conflict, explore why a soft… Read More »
Daily Comment (October 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting the release of the jobs report data and Israel’s response to Iran. In sports news, Lionel Messi’s Inter Miami has won the 2024 Supporters’ Shield for the second year in a row. Today’s Comment will… Read More »