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Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025

Printer Friendly Version We believe this more complex macro environment will force the Federal Reserve (Fed) to maintain its cautious stance on monetary policy for longer than markets originally expected. One factor adding to the complexity is the post-pandemic impact...

Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025

Printer Friendly Version The Jekyll and Hyde Bond Market: A Tug of War Between Economic Data and Deficit Spending  Within fixed income markets, a tug of war has unfolded between two opposing forces, much like the classic tale of Dr. Jekyll and Mr. Hyde. The benevolent...

Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | July 14, 2025

Printer Friendly Version If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock market in the first half and will continue to play a large role in the second...

Recent Posts

  • Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
  • Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
  • Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | July 14, 2025
  • Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
  • Outlook 2025: Pragmatic Optimism

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