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A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

Printer Friendly Version The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s...

Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024

Printer Friendly Version Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. It’s a Whole New World One...

Election Day Takeaways | Weekly Market Commentary | November 11, 2024

Printer Friendly Version The clouds of uncertainty parted last week as former President Donald Trump decisively won the U.S. election, making him the second U.S. president to win non-consecutive terms (Grover Cleveland was the first to do it back in 1892). Investors...

Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024

Printer Friendly Version As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best...

What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024

Printer Friendly Version Stocks have done so well this year that it’s fair to say market participants haven’t feared much. But just because risks haven’t affected markets lately doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we...
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Recent Posts

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  • Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025
  • Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025

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