Interest Rates

Patience Is a Virtue

March 27, 2019

Throughout 2018, we maintained that the rising interest-rate regime was THE most important factor influencing the investment landscape. However, the Federal Reserve shifted [...]

The Lay of the Land

August 30, 2018

Consumer spending picked up meaningfully in recent weeks as evidenced by the most recent Retail Sales report for July (+6.4% compared to July, 2017) as well as positive [...]

Drumroll Please …

May 10, 2018

Anxiety is rising on Wall Street. The incoming data are beginning to paint a clearer picture. Inflation is on the rise, and the implications of rising inflation for an [...]