Blog

Key Events:  A weakening employment picture 

August Review – Powell Pivot in Jackson Hole Signals Potential Path to Lower Rates

At this year’s Jackson Hole Symposium, Fed Chair Jerome Powell...

Key Events:  Powell provides a path to lower rates 

Key Events: The Alaskan summit disappoints

Key Events: Tim Cook visits the White House

July Review –  Balancing Strength and Strain 

Markets entered the third quarter with a more measured tone, taking a breather after the strong rally...

Key Events: Tariff deal accomplished 

Key Events: The Fed’s “Apprentice” reboot

Key Events: Tariff threats renewed with extension

June Review –  New Highs Culminate First Half 

April showers brought May flowers and the recovery tune continued playing through June. By the end of...