Economic News

A First Look at the Election and Markets

The morning after “Super Tuesday” in the presidential primaries usually means the stage is set for the upcoming...

Buckle Up for Bumpy Market Conditions Ahead

The market stage is set for what looks to be a very bumpy ride ahead as a series...

The Little-Known Reason We’ve Avoided a Recession (So Far)

“Supply-side tax cuts put a resilient floor under the economy and boosted profits, despite Fed hitting the brakes.”...

Avoid the Folly of Market Assumptions

You know what they say about assumptions? That’s right, they can make a “you-know-what” out of “u” and...

King Dollar in Trouble of Being Dethroned

It is widely understood that the U.S. dollar is the world’s reserve currency, primarily because of its stability...

Outlook for 2024: Down We GO?

It’s at least conceivable that gross output is a leading indicator of the economy.” -- Peter Coy, Economics Editor,...

Soft Landing Premise Still Driving Bullish Narrative

It is hard to find a seasoned investor who doesn’t believe the stock market is overbought on a...

Strong November to Remember Sets Up Strong Finish to 2023

Coming into the month of November, there was a high level of investor trepidation surrounding persistent inflation, further...

Fresh Tailwinds for High-Yield Bonds in 2024

When compared to just one month ago, global bond prices have risen across the spectrum, with the benchmark...

Short-Term, High Grade Corporate Bonds are a Sweet Spot

It’s rare when the Street gets excited about bonds. But after last week’s wink and nod from Jerome...