Thought Leadership

Earnings season is here! The US won't default on her debt just yet, the September jobs report was a disappointment, my take on the recent market swoon, and the Biden administration toughens tariffs on China.

The Fed tees up tapering and has two presidents resign, markets are bucking a bit, and inflation is on everyone's mind.

Recent market movements have given pause to investors. Rather than an exit, we see this as a great entry point for investors with cash.

It is Fed week! The treasury repeatedly warns congress of the debt ceiling, investors struggle for direction as the Fed exits, and a quick look at a chart of the S&P 500.

Inflation, inflation, inflation. Democrats propose modest tax hikes, and apparently everyone on Wall Street sees an imminent correction (except me). Finally, we look at the Fed's rate cycles relative to recessions.

The Fed declines to schedule their taper, lots of data this week, why returns have been driven by a meaningless metric, and incomes lag inflation.

Jackson Hole is this week, FOMC minutes pushed markets to reprice the timing of the Fed's taper, and we review our recession dashboard.

Earnings season has been a huge success, inflation is still running hot but is well off of its highs, this week we get consumer spending data, a look at growth themes, and whether investors should worry about corporate tax increases.

This week's data is all about inflation, last week's employment figures were quite strong, the debt ceiling is again in the news, and the costs of printing money (it may be more than just inflation).

Manufacturing data posts this week, the Fed is still talking about talking about tapering, corporate earnings are strong, and I lay out how I see markets over the next six months.