Market Perspectives

I’ve been thinking about my 2025 outlook for almost 75 days, following the election results and market response in early November.  It wasn’t just the

Over the course of my career, it’s very rare I provide updates within a handful of days of one another. But this looks and feels

My spidey sense is tingling. And I just can’t shake it. On FOMC Wednesday a few weeks ago, the market basically did exactly what I

Since the COVID recovery began, there have been more than a few reasons why inflation was worse in the US than any other nation in

As I was watching/participating in the trading action the past 72 hours, I couldn’t help but think of Ron Burgundy. While I’m confident/optimistic we have

Here we are again… another “make or break” FOMC meeting and JPow speech. Over the past ~6 months of meetings, JPow has been as dovish