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Market Outlooks
Is There A Default Playbook?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Market Compass: Bear sightings: What bear markets could mean for investors
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We live in a suburb with a lot of wildlife.
Market Outlooks
Weekly Market Compass: Is everything going according to plan?
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It was another wild week for assets, with major stock indices — and many other asset prices — down.
Market Outlooks
Weekly Market Compass: Markets struggle to adjust in the face of Fed uncertainty
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I’m so old that I can remember “pre-QE” fixed income markets — the time before quantitative easing when yields were more normal.
Market Outlooks
Weekly Market Compass: Looking for a ‘glass half full’ after a tough month for markets
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Well, there’s no other way to describe April than that it truly was a mensis horribilis.
Market Outlooks
Weekly Market Compass: Global growth, the French election, and the Fed
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Last week was another busy, momentous one. Below, we discuss three key topics: global growth, the French election, and the Federal Reserve’s hawkish comments.
Market Outlooks
Weekly Market Compass: Inflation, monetary policy, earnings and more
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favorite Grateful Dead songs, “What a long strange trip it’s been.
Market Outlooks
Weekly Market Compass: Some ‘silver linings’ I see in markets today
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Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.