As a former long-only equity portfolio manager, I feel like I am in a position to say the following without insulting anyone: Credit investors are sma...
— The U.S. economy added a decent 151,000 new jobs in Feb., but this does not yet reflect most government layoffs; people working part-time but...
Instead of tracking the daily headlines, we are focusing on what works during times of heightened volatility.
— U.S. consumers pulled back on purchases in Jan. by 0.2%, a drop not seen since Feb. 2021; the latest weekly jobless claims rising more than ex...
— Retail sales slumped 0.9% in January, down much more than expected. — Fed officials are worried about tariffs’ impact on inflation and...
Social media and messaging fraud is becoming ever more sophisticated. In a worrisome recent trend, impersonators are increasingly posing as legitimate...
— U.S. consumer prices rose more than expected in January — +0.5% — on increases in shelter, food and energy costs, driving the an...
— President Trump said the U.S. will levy 25% tariffs on all steel and aluminum imports starting Feb. 10; Canada provides most U.S aluminum impo...
What’s we’re watching closely as this volatile year unfolds. By David Baker, Senior Director, Investment Strategy and Communications.
