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INVESTMENT STRATEGY BRIEF

Resilient Markets Amidst Growing Tensions

We review how the economy and markets appear resilient despite growing geopolitical tensions/hotspots and still evolving U.S. policies.

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Labor Market Firm and Inflation Cooling: When Will the Federal Reserve Cut Rates?

Market Sight|Lines

We share an update on the labor market and inflation – the two pillars of the Fed’s dual mandate – and how these results may influence the Fed policy decision next week and interest rates going forward.

U.S. Fiscal Challenges: Growing Spotlight on an Unsustainable Path

Market Sight|Lines 

We discuss how industry leaders are expressing their concerns, the political dynamic driving the worrisome Fiscal Trajectory, and the implications for individual investors when the problem comes to a head in the future.

Policy Tensions Persist

May Investment Strategy Brief

We review the continued tensions around changing U.S. policies, and the related implications for the economy and the markets.

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