Thought Leadership

What I Care About This Week | 2022 May 31

This week is all about the health of household balance sheets, last week gave a technical boost for stocks, a reminder why a cohesive strategy is important, and a look at global stock valuations.

What I Care About This Week | 2022 May 16

Last week saw some technical damage to stocks, important data on manufacturing posts this week, a quick look at private markets, and how home prices tend to respond to interest rates.