As a narrative emerges that inflation is beginning to slow, the bond market seems to be at a crossroads. Will interest rates continue to increase based on
Given all the headlines, it is understandable that there are many questions about the economy and interest rates. In this week’s video update, I do my best to
With mortgage rates hitting multi-year highs, the real estate market continues to struggle. It is not because there are no buyers; there are. However, more
In this week’s update, I answer a few questions asked by readers of our Common Sense newsletter. I hope it provides a better understanding of how we view the
Ratings agency Fitch downgraded the United States debt from AAA to AA+. This certainly delivered a headline for news outlets, but what is the real
Better safe than sorry? Apparently, that’s the position of the Federal Reserve as they seek to rein in inflation. While the economy has been slowing and
It’s been quite the six months in 2023 as markets, both equity and fixed income, rallied after a dismal 2022.
In this week’s update, we outline what has
With the U.S. deficit spiraling to over $30 trillion, many people wonder if the U.S. dollar will continue to be the currency of the world. It seems as if it
As expected, inflation continues to trend down after an unprecedented rate hike cycle by the Federal Reserve. Given that energy prices are softening
We believe the debt crisis is temporary behind us, but there continues to be a number of issues on many investors’ minds. In this month’s audio update, I
I am often asked what drives market volatility. The temptation is to look to the nearest headline about the economy, war, etc., but the real core reason is
