Economic Insights

This week the Investment Office keeps an eye out on earnings season as it begins. In their initial assessment, the biggest threat to a sustainable expansion remains inflation and the Fed will need restrictive rates to address that issue. On the

This week the Investment Office discusses how the macroeconomic story is affecting the equity and fixed income markets, rates, currencies and commodities. On the economic front, the tug-of-war between inflation and economic growth continues unabated

This week the Investment Office summarizes the past 6 months and provides its outlook for the rest of the year in regards to equities, fixed income, rates and other market indicators. On the economic front, the Fed reemphasizes its stance on reducing

This week the Investment Office summarizes another volatile week across markets as we saw further rate hikes from central banks where investors are left wondering if a more aggressive policy shift will ultimately succeed in dampening inflation,

This week the Investment Office discusses interest rate hikes by the European Central Bank (ECB), the impact on the US fixed-income markets, and portfolio implications. On the economic front, the FOMC meeting is later this week, and an interest rate

This week the Investment Office discusses certain considerations in the market, the impact of the Fed embarking on quantitative tightening, and a range of potential outcomes. On the economic front, last Friday's non-farm payroll report confirmed that

This week the Investment Office provides insights into how the markets are performing and how they continue to monitor real rates as an important determinant of asset class performance and portfolio implications. Our Chief Economist points out the

This week the Investment Office provides insights into how the markets anticipate interest rates going higher, growth stocks going lower and value stocks outperforming growth. Our Chief Economist highlights the continued tension between the Fed and

This week the Investment Office discusses the volatility in both fixed income and equity markets, the increased probability of an economic recession, and the implications it has on your portfolio. Our Chief Economist covers the soon-to-be-released