Changing Conditions

As we head towards the mid-point of 2023, the month of June brings the onset of Summer and provides a great opportunity to reflect on what has happened so far and what may be ahead for the remainder of the year. While the weather has changed with the warm and humid...

Disinflation Information

We have been hearing a lot about inflation recently, what it means for the Economy, the Fed’s responsibility to keep it under control and how it affects the capital markets. Federal Reserve Chairman Jerome Powell spoke to congress this week, answering questions from...

Market Cycles

With only a few weeks left in 2022, we will soon ring in the New Year and look back on this challenging year for the markets. Bond investors have experienced historic volatility and the traditional 60/40 portfolios, where 60% of your assets are in equities and the...

Back to School

With Summer days poolside, beachfront or boat cruising now fleeting, we prepare for the back-to-school rush. As we prepare for the Fall, new editions of textbooks and updates to academic curriculum are key to the back-to-school process, reflecting new data and...

Stagflation Economics

Interest rate and bond market dynamics have been the focus of several of my posts over the years.  I write to you this month to share some additional perspectives on what has happened recently that may lead to a “Stagflation” scenario for the economy. Stagflation,...