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Happening Now

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.

Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield).

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
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