Get ready for what might be the most pivotal week of the first quarter. Front and center is the Federal Reserve meeting on Wednesday. The interest rate decision itself isn’t a close call – market pricing indicates only 5% odds of a rate cut – but investors will get an update on the economy and…Read more
On Higher Ground Global markets have been particularly news heavy this week, with the volatility index (VIX) hitting 20 for the first time since November and bond yields in the U.S. and Japan rising dramatically. The main story was that the Japanese 30-year bond yield rose 27 basis points on Tuesday, its largest one-day rise…Read more
Don’t Fight the Tide Last week we were upbeat that the market environment remains resilient and positive, even with the recent geopolitical volatility. This week, we continue to see encouraging signals about cyclicality and broadening strength. The consensus call continues to be that markets will experience a broadening out in 2026, bringing parts that have…Read more
