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Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024

Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the...

Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024

With the first presidential debate behind us, it’s safe to say election season is in full swing. While last week’s debate was light on economic policies, the future of tax policy (along with potential efforts to arrest elevated federal deficits) could have broad...

Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024

Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace for the first time in three years. Companies beat estimates at a solid 79% clip. Guidance from company CEOs and CFOs was...

Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024

In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles. At the core of Putin’s goals for stronger BRICS economic integration is a longstanding and...

It’s Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024

In his recent speech, Federal Reserve (Fed) Chairman Jerome Powell focused on the fragilities of the labor market and is preparing markets for the new phase for policy. “The time has come for policy to adjust.” A soft landing looks achievable, barring any shocks....
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Recent Posts

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  • The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
  • Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025

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