Believing the Federal Reserve’s 2022 interest rate increases would dominate stock and bond results proved accurate – at least until
Believing the Federal Reserve’s 2022 interest rate increases would dominate stock and bond results proved accurate – at least until
While 2021 provided many twists and turns, investment portfolios primarily positioned to benefit from the economy’s re-opening fared well. Global
The rising threat of COVID’s Delta variant combined with the Federal Reserve’s intended 2022-23 short-term interest rate hikes left both
In a year where the global economy’s pace of re-opening was always going to be the main event, financial markets
In a quarter which saw the U.S. and world make encouraging strides toward our lives and economies firing on all
Welcome (finally) to 2021! In a year that truly defied description – financially, as well as in so many other
Fueled by worldwide economic ‘re-openings’ and the second half of U.S. CARES Act benefits, global financial markets continued their recoveries
From their March 23rd lows, financial markets staged a massive recovery buoyed by record low interest rates, effective fiscal relief
What began as a news item in a Chinese city about the size of the ‘Chicago Tri-State’ metro area is
Happy New Year (and Decade)! The financial press is hailing 2019 as one of the best ever for global stocks.
Last quarter’s commentary claimed that “it’s been quite some time since the Federal Reserve’s (Fed’s) monetary policy held such sway
It’s been quite some time since the Federal Reserve’s (the Fed’s) monetary policy held such sway over the near-term performance