Our Thinking

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

Summary The reversal of FAANG stocks’ long-term dominance has loomed over markets this year. The FAANG stocks ended October with year-to-date losses of more than

Summary In the first half of the quarter, stocks and bonds rallied on the hopes of a Fed policy pivot, but a sharp reversal in