NEWS & INSIGHTS

May 20, 2024

HOW’S IT GOING? DEPENDS ON WHO YOU ASK

Jeffrey Roach, PhD, Chief Economist

The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very different experience than homeowners. Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

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PREFERRED SECURITIES: STILL OUR PREFERRED NON-CORE BOND SECTOR

May 13, 2024

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SELL IN MAY? MAYBE NOT

May 6, 2024

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THAT WAS QUITE A WEEK

April 29, 2024

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THE EVER-CHANGING MARKET NARRATIVE

April 22, 2024

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REVISITING ENERGY

April 15, 2024

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WHAT TO WATCH THIS EARNINGS SEASON

April 8, 2024

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IPOs AS A MARKET TELL

April 1, 2024

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NAVIGATING THE STRATEGIC INVESTING LANDSCAPE

March 25, 2024

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A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS

March 18, 2024

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GOLD SHINES BRIGHTER THAN EVER

March 11, 2024

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SUPER SIX DRIVES SOLID EARNINGS SEASON

March 4, 2024

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BUYBACKS ARE BACK

February 26, 2024

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TREASUIRES: WHO’S BUYING AND WHY IT MATTERS

February 20, 2024

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OUTLOOK FOR U.S. ECONOMY CONTINUES TO BRIGHTEN

February 12, 2024

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WILL THE JANUARY BAROMETER COME THROUGH?

February 5, 2024

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IS TOO MUCH OPTIMISM PRICED IN?

January 29, 2024

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WILL SHIPPING DISRUPTIONS ALTER FED PLANS

January 22, 2024

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MAGNIFICENT SEVEN AND MARGINS ARE KEYS TO Q4 EARNINGS SEASON

January 16, 2024

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CHINA 2024 FACES DEMANDING CHALLANGES

January 8, 2024

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LEASONS LEARNED IN 2023

January 2, 2024

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KEY EQUITY THEMES FOR 2024

December 18, 2023

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DISCORD IN THE OPEC+ OIL PATCH

December 11, 2023

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MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

December 4, 2023

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ANATOMY OF A MARKET RALLY

November 20, 2023

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IS THE STOCK MARKET CORRECTION OVER?

November 13, 2023

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CAN MUNI INVESTORS CATCH A BREAK? WE THINK SO

November 6, 2023

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CAN SOMETHING GOOD COME FROM A CRISIS

October 23, 2023

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EARNINGS HOPE TO KEEP THIS ONE-YEAR-OLD BULL MARKET GOING

October 16, 2023

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HIGHER FOR LONGER – UPDATING OUR TREASURY FORECAST

October 9, 2023

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PROSPECTS FOR A FOURTH QUARTER RALLY

October 3, 2023

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IS INDIA THE NEW CHINA?

September 15, 2023

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BUY JAPAN, HOLD U.S., SELL EUROPE

September 18, 2023

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THE GROWING LIST – AND POLITICIZATION OF BRICS AND FRIENDS

September 11, 2023

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WHAT IS NORMAL?

September 5, 2023

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LESSONS LEARNED FROM THE GRAND TETONS

August 28, 2023

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PULLBACK PERSPECTIVE

August 21, 2023

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HOW THIS U.S. DEBT DOWNGRADE IS
DIFFERENT FROM 2011

August 14, 2023

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KEY EARNINGS SEASON TAKEAWAYS

August 7, 2023

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A CLOUDY OUTLOOK MAKES FOR CHOPPY MARKETS

July 31, 2023

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EARNINGS NEED TO DO SOME HEAVY LIFTING TO KEEP THIS RALLY GOING

July 17, 2023

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NEW BULL MAY NEED A BREATHER

June 26, 2023

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MARKET RESPONSES TO FED (IN)ACTION

June 20, 2023

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FOMC PREVIEW: SKIP, PAUSE, OR HIKE?

June 12, 2023

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CLOSING OUT OUR EQUITIES OVERWEIGHT

June 5, 2023

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WILL HISTORY RHYME? A FED PAUSE HAS BEEN GOOD FOR FIXED INCOME

May 22, 2023

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EARNINGS UPDATE: BETTER THAN FEARED

May 15, 2023

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KING DOLLAR STILL RULES

May 8, 2023

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SELL IN MAY

May 1, 2023

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DRAINING THE LIFEBLOOD OF THE ECONOMY

April 24, 2023

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A CLOSER LOOK AT COMMERICAL REAL ESTATE

April 17, 2023

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WHO IS RIGHT, FED OR MARKETS?

April 3, 2023

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THE 36-HOUR SVB COLLAPSE AND HIERARCHY OF BLAME

March 27, 2023

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WADING THROUGH FINANCIAL STABILITY RISKS: AN ACTION PLAN

March 20, 2023

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LATEST EQUITY ASSET ALLOCATION VIEWS

March 13, 2023

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NO LANDING = NO SENSE

March 6, 2023

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DEBT CEILING PRIMER

February 27, 2023

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WHAT’S CHANGED AND WHAT IT COULD MEAN

February 21, 2023

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TRYING TO STICK THE LANDING

February 13, 2023

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BRIGHTENING OUTLOOK FOR INTERNATIONAL EQUITIES

February 6, 2023

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WILL JANUARY HIT THE TRIFECTA?

January 30, 2023

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A FIESTY BULL-BEAR DEBATE

January 23, 2023

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Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

January 17, 2023

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LESSONS LEARNED IN 2022

January 9, 2023

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2023 MARKET OUTLOOK

January 3, 2023

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