Mallon Fitzpatrick

This week the Investment Office remains cautious about taking a victory lap based on the recent combination of a stronger-than-expected jobs report and better-than-expected inflation numbers. The Investment Office's portfolio construction

This week the Investment Office is closely monitoring the yield curve, inflation and other indicators to determine whether we are in a new cyclical bull market, or just a bear-market rally. We believe that until the Fed reaches its destination, there

This week the Investment Office continues to watch inflation and other macro drivers as the Fed tackles inflation and supports growth. Around the world, Europe's main focus continues to be the Russian gas dispute; China's economy has slowed down

This week the Investment Office is watching the next big focal point for markets - the Fed’s next decision on Wednesday. Additionally, more than 170 S&P 500 companies will report earnings this week and at this early stage of the reporting period,

This week the Investment Office continues to watch market fluctuations as markets, which until recently were all about pricing in ongoing inflation, now seems focused on the risk of a policy error and recession in a period of transition after nearly

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