Have rates peaked?
Last week,
at its final policy meeting for 2023, the United States Federal Reserve indicated that rates may h …
Still Exceeding Expectations
Last week,
the United States Treasury market rallied. Yields fell and bond prices rose as some bond market in …
Cycling Along
It’s easy to forget that economic activity tends to move in cycles.
A full cycle, known as the business c …
Investor Optimism
In November,
investors were more optimistic than consumers.
At the start of November, investors were decid …
Easing Inflation
Is it done?
(We’re not talking about the turkey.)
Last week, investors enthusiastically embraced the ide …
Earnings Grew in the Third Quarter
Four times a year, during earnings season, publicly traded companies report how well they performed during the …
Will there be a year-end rally?
Last week, there was a lot of speculation about whether the United States will see a year-end stock market ral …
The Mark Twain Effect?
Historically, economic theory was based on the idea that financial decisions were grounded in rational thought …
Markets Were Resilient
Last week, investors had a lot to process – geopolitics, inflation, consumer sentiment, the possibility of g …
The Financial Markets in Q3
Financial markets lost ground during the third quarter.
While year-to-date returns for the Standard & Poo …