May FOMC: A Pause for Thought

→ FED SAYS UNCERTAINTY ABOUT OUTLOOK HAS ‘INCREASED FURTHER’ → FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN → FED HOLDS BENCHMARK RATE IN 4.25%-4.5% TARGET RANGE   Source: Bloomberg as of 05.7.2025   The Fed has cut the fed funds...

Rearview to Windshield, May 2025

Market Recap – April 2025: The S&P 500 rallied to a one-month high in the last week of the quarter, rising nine straight trading days and recouped virtually all of the post-April 2, “Liberation Day” declines. First and foremost, the Trump administration has...

The Market in Pictures, May 2

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   What a Month   JD: At...

What Exactly Does the VIX Tell Us?

Over the past month, the VIX Index has been making headlines, first spiking, then crashing in dramatic fashion at times just a day apart.     While many investors recognize the VIX as “the fear gauge,” far fewer understand what it actually measures and how...

The Market in Pictures, April 25

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Brian: We started the...