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Looking at: Markets With Fresh Eyes

Looking at: Markets With Fresh Eyes

Fresh Eyes, Fresh Highs After having the opportunity to step back from the constant stream of headlines, the intraday swings in bond yields, the whipsaws of sentiment, and the ever-present fixations on Fed statements, we can confirm that an occasional change of pace is essential for us as investors — and humans. Since we can’t…Read more

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Looking at: Markets With Fresh Eyes

Week Ahead on Wall Street: Macro Hangover

Week Ahead on Wall Street: Macro Hangover

Markets might be in for a bit of a hangover, as investors recover from last week’s Federal Reserve statement, jobs data, and corporate earnings reports.  While this certainly isn’t going to be an empty week on the earnings front — 126 companies are scheduled to report — it will be a step down from the…Read more

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Week Ahead on Wall Street: Macro Hangover

Decoding Markets: A Fed Divided

Decoding Markets: A Fed Divided

Fractured Front The Federal Reserve’s July meeting concluded with a decision that was both widely expected yet still surprising. As anticipated, the Fed held its benchmark federal funds rate steady in a target range of 4.25%−4.50% for the fifth consecutive meeting. The real story, however, was in the vote count. For the first time since…Read more

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Decoding Markets: A Fed Divided
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