Strong Foundations, Shifting Leadership
Earnings, Rates, and the Market’s Next Phase The first half of the year can be summarized by one simple statement: strong fundamentals and earnings overpowered
Earnings, Rates, and the Market’s Next Phase The first half of the year can be summarized by one simple statement: strong fundamentals and earnings overpowered
Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating
From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we
Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered
The scoreboard for 2025 has been anything but dull. Tariffs, OBBBA and AI, Oh My! After a strong opening to the year, momentum has slowed
In aviation, instrument meteorological conditions (IMC) are weather conditions where visibility deteriorates to the point that usual visual references outside the airplane can no longer
Over the weekend, a Republican House and Democrat Senate Congress passed the Social Security Fairness Act of 2023 aka H.R. 82 and President Biden is expected
Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. Just days away from the
The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that