Oct 10, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by 3Q24 Commentary: As the Fed Provides a Clearer Fiscal Policy Roadmap, Our Models Signal for Less Risk October 10, 2024 | TIMELY PM UPDATES Markets broadened as we anticipated, and our Decathlon strategies were able to take advantage With Central Banks...
Sep 26, 2024 | Blog, Blog Home Others, Fireside Charts
Written by China Stimulus, Financial Conditions, Earnings Growth September 26, 2024 | FIRESIDE CHARTS Hello Readers, We anticipated a quiet week in the markets, with limited consequential U.S. economic data, but the Chinese government had other plans. They announced a...
Sep 17, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Rate Cuts, Mid Caps, Rising Uncertainty September 17, 2024 | FIRESIDE CHARTS Hello Readers, Like most investors, we’re eagerly awaiting the Federal Reserve’s (Fed’s) decision on interest rates. Frankly, it can’t come soon enough —...
Sep 12, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by What Is the Yield Curve Telling Us? September 12, 2024 | TIMELY PM UPDATES The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it. That’s just one of my gripes with the yield curve...
Sep 10, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by How to Allocate Based on Possible Fed Decision September 10, 2024 | TIMELY PM UPDATES What’s the Fed Going to Do in September? I posed the question because that is how it is often posed to us, but that’s not actually the question I want to try to answer...
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