In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction.
In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P
In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market
We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba,
The winning streak for stocks continued in August, as the S&P 500 posted its fourth consecutive month of gains. It was an informative month for
As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve
