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...
Inflation Jitters: A Deeper Look
Have Inflation concerns returned? We’ve long been prepared to move on from the over analysis of monthly inflation data, confident the majority of inflation would prove transitory, leaving investors to focus on economic growth...
Stock Buybacks, Home Equity, Meme Stocks
Recent economic data has surprised to the downside, strengthening the case for rate cuts from the Federal Reserve. So far, markets are looking through the near-term weakness as companies’ profit...
Earnings, Consumer Spending, China
Earnings season is well underway, and thus far, the data has exceeded expectations. This may be partially explained by an unexpected surge in consumer spending in March, following a weak start to the...