Capital markets perspective: Buying only what you need There was almost no hint of a spending slowdown in Thursday's retail sales report, though spending for things that people “want” is arguably growing far more slowly than things they “need”.
Capital markets perspective: Just for show This week’s economic release had lots of potential splash but not enough substance to move the needle. Prices at the consumer level rose 0.2% last month, a little hotter than expected.
September market recap: The cut After months of seemingly endless speculation, in late September the Fed finally delivered its first rate cut since the early days of the pandemic.
Capital markets perspective: Inflection points The economy is rife with inflection points, from labor markets to oil and artificial intelligence to services and manufacturing.
How to help protect your 401(k) during stock market volatility Making smart, confident investing decisions means having a plan — not just in the coming days but for the long term.
Capital markets perspective: Lone wolf Markets are now comfortable pricing in as much as 0.75% or 1.00% of rate cuts from now to Christmas, more aggressive than the most recent dot-plot by the Fed.
Main character energy: The business of celebrity brands What comes first, the fame or the fortune? Many celebrities have rolled their fame into thriving businesses.
Capital markets perspective: Super-sized Last week, markets took the Fed’s super-sized cut mostly in stride, leaving stocks modestly higher (and, unsurprisingly, short-term rates sharply lower).
Capital markets perspective: Think before you speak Last week’s inflation numbers did little to change the conclusion that price growth has finally been (mostly) brought under control by the Fed’s aggressive tightening.
August market recap: Buy the rumor, sell the news There is no way to predict markets, but the recent market gyrations suggest investors are better served avoiding emotional reactions and sticking with a long-term strategy.
Capital markets perspective: Right down the middle Friday’s non-farm payrolls data was not strong enough to fully support the “soft landing” thesis, but not weak enough to suggest the Fed might super-size its expected rate cut.
Capital markets perspective: Margin of victory Nvidia stock fell last week even after the AI chipmaker’s latest earnings beat analysts’ expectations.