In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
— The U.S. economy grew a strong 3% in the 2nd quarter (per 2nd revised estimate) and U.S. consumer spending was up a solid 0.5% in July, bolstering argument that Fed wi
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real estate to private equity
— The U.S. economy added nearly 30% fewer jobs (- 818,000) for the 12 months ended March 2024, per the preliminary annual benchmark revision by the Bureau of Labor Stati
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will determine a new President
— The U.S. Consumer Price Index slowed to a 2.9% annualized rate in July, the lowest level since 2021; while the three-year inflation outlook hit 2.3%, a low not seen si
— Global market volatility soared after the interest rate differential between Japanese and U.S. government bonds became likely to shrink, making the “carry trade&
As impact investors, you understand that every choice you make, including your investment decisions, has an impact. You’re employers and employees, investors, philanthropist
Perspective is key during major market movements. And so we proactively communicate our thoughts to clients when those happen, especially if on the downside. Yesterday, August
