The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
Material Rate Increases Across the Yield Curve, Threat to Housing Market and Energy Prices
As the Federal Reserve plans to raise short-term interest rates, the market is already a few steps ahead. Inflation expectations are moving higher and interest rates across the yield curve have already...
China Attempts to Calm Markets, Small- and Mid-cap Equities’ Relative Attractiveness, Update on the Fed’s Latest Rate Projections
The Chinese government is attempting to calm markets after steep price declines. Employees may be returning to the office, but companies aren’t leasing new office space just yet. Performance of small- and...
Higher Mortgage Rates Reducing “Stimulus”, Effects of Rising Gas Prices on Consumers, War’s Impact on the Wheat Market
Rising house prices and falling or low interest rates act as a form of “stimulus” to homeowners as they refinance their mortgages. So far, higher debt levels haven’t caused any financial stress for households...