US inflation data came in somewhat higher than expected, but markets have remained rangebound. Focus has shifted to the outcome of the FOMC where, even though the expectation is that rates will remain steady, forward guidance is likely to have a meaningful impact.
- September 15, 2023
Weekly Newsletter
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…
- January 3, 2025
Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity to share the first part of our…