Our Thinking

Summary U.S. equity markets continued their impressive run this year, bringing year-to-date returns to over 9%; bonds also made modest gains. Inflation continued to moderate,

Summary Both U.S. and international equity markets rallied in the last few days of March to end the month (and the quarter) with positive returns.

Summary Markets have begun to share the Federal Reserve’s “higher-for-longer” interest rate narrative, as inflation levels remain well above the 2% target and recent reports

Summary  It’s been a great start to the year for markets; both stocks and bonds ended January with decidedly positive returns. The NASDAQ Composite enjoyed

Summary As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses from previous quarters, and most

Summary Two of the most powerful economies in the world, the U.S. and China, are both facing critical decisions, and their choices will create ripple