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Latest Tariff News Underscores Heightened Policy Risk

Latest Tariff News Underscores Heightened Policy Risk

Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25%... read more →
February 4, 2025
DeepSeeking an Explanation from Big Tech

DeepSeeking an Explanation from Big Tech

With about 20% of companies in the S&P 500 index having reported earnings for Q4 of last year, it is... read more →
January 28, 2025
A Much Better 10 Years For Fixed Income

A Much Better 10 Years For Fixed Income

Government bond total returns have been disappointing over the last 10 years annualizing 1% from 2014 to 2024. Due to... read more →
January 23, 2025
Q4 Earnings Season Off to a Great Start

Q4 Earnings Season Off to a Great Start

Q4 earnings reporting is officially underway, and it is off to a great start. The big banks kicked off the... read more →
January 17, 2025
Resilient Economy & Policy Uncertainty Fueling Surge in Yields

Resilient Economy & Policy Uncertainty Fueling Surge in Yields

As a new year gets underway, the big news so far has been the relentless march higher in bond yields. ... read more →
January 14, 2025
FOMC Not In The Holiday Spirit

FOMC Not In The Holiday Spirit

The Federal Reserve cut the Fed Funds Rate by another quarter point yesterday, and yet markets tanked anyway with stocks... read more →
December 19, 2024

What our Clients Say

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Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.- Strucks
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