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Market Outlooks
Weekly Market Compass: Markets struggle to adjust in the face of Fed uncertainty
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I’m so old that I can remember “pre-QE” fixed income markets — the time before quantitative easing when yields were more normal.
Market Outlooks
Weekly Investment Commentary: How much pain are asset classes pricing in?
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Our best case (Goldilocks) scenario entails inflation moderating, GDP growth proving resilient and the Fed pausing on raising rates when the coffee is neither too hot nor too cold.
Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Market Outlooks
Weekly Investment Commentary: Catalysts to quell volatility — what, how and when?
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Within equities, we prefer a defensive tilt toward dividend growers.
Market Outlooks
Weekly RIA Pulse Report - Week of May 16, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Market Outlooks
Weekly Investment Commentary: Headlines cause volatility, but details drive the narrative
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Our economic base case remains intact, but market volatility should persist.