The current U.S. equity market as of mid-September 2025 has been characterized as expensive relative to the historical norm with the S&P 500 trading at 23.7x
At the end of the second quarter, the Federal Reserve Board is maintaining a wait-and-see stance on interest rates despite heavy lobbying for a cut by the
The new Administration’s suite of across-the board-tariff hikes signaled a major change to the global trading order. The overall weighted average tariff will
The economy and markets in 2024 performed amazingly well in the U.S. particularly in relation to the rest of the world. This performance gap has been persistent
In September, the Federal Reserve lowered interest rates for the first time in four years in recognition of the progress made in reducing inflation. The half
Through the end of June, the stock and bond markets have been fairly calm despite this being a Presidential election year and the unpredictability that it
“The underlying driving force behind market timing decisions seems to be emotional – fear, greed, chasing performance – buying something after it has gone up
The interest rate burden on most companies has been especially low, but this will start to reverse over the next year. Interest expense as a percentage of debt
Headlines and economic pundits assert that interest rates are high and are negatively impacting the economy. Keeping things in perspective can be challenging
One of the tools the Federal Reserve (the Fed) uses to fight inflation is through raising interest rates, which theoretically, should slow down the economy via