As we leave the 2nd quarter there are more and more signs the economy is starting to look a bit weaker than earlier this year. GDP has fallen every quarter
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What the 4 th Quarter Giveth, the 1 st Quarter Taketh An investing theme we often reference is the regime switching model, where markets often vacillate
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Rates March Higher Strategy In October of 2023 we wrote that a recession is coming. This was based on a number of very reliable recession indicators. It was
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Volatility Ends Up Being Your Friend Since the bond market covered a lot of ground in the 4 th quarter of 2023, we will offer a recap. At the start of the
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On Our Way to 2% Strategy The number one reason the Fed had been raising interest rates for nearly two years is INFLATION. Chairman Powell has stated repeatedly
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