The Fed’s Pivot: Rate Cuts on the Horizon Amid Economic Shifts
It finally looks like the Federal Reserve's rate-hiking cycle has come [...]
Anticipating a Shift: Market Forecasts Defy Fed’s Stance on Rate Cuts
Despite Chair Powell’s pushback, the market now sees some 130 [...]
Understanding the Pulse of the Economy: November’s Beige Book Breakdown
The November Beige Book report from the Federal Reserve. Economic [...]
Navigating the Housing Squeeze: Construction Up, Optimism Down
Residential construction held up well last month amid tight inventories. [...]
The Next Decade Won’t Be Like the Last
While disclaimers always warn investors not to expect future returns [...]
Moody’s Changed Its US Outlook From Stable to Negative
Moody's Investors Service changed its outlook on the United States [...]
The Fed – Three Events Shifting the Treasury Market
Three events brought about a shift in the Treasury market [...]
US Economy
Treasury yields rose sharply last week, … … [...]
Recession?
Lacy Hunt’s quarterly letter turns darker this time. He believes [...]
Small Caps Losing Money
Small-cap companies are widely (and correctly) seen as riskier than [...]