Thoughts on the 10 Year Treasury
We have been receiving a lot of questions regarding interest rates and specifically the 10 year treasury. This important rate can affect stock market valuations, mortgage rates, the economy and even global financial markets. The movement of the 10-year U.S. Treasury...
The Bullish Economy Post Election
⁃ Economic Growth Outlook: Increased optimism that economic growth will persist in 2025 and through the end of the decade. ⁃ Stock Market Surge: Stock market has historic surge post-election indicates investor confidence in Trump’s economic policies. ⁃...
The Bullish U.S. Economy
In recent economic analyses, the United States has presented a picture of robust growth, significantly altering the narrative from potential downturns to one of sustained expansion. Here's a detailed look at the factors that are fueling this bullish economic...
Inflation Slows to Lowest Level Since Early 2021
The latest inflation report shows that consumer prices rose at the slowest pace in over three years, with the Consumer Price Index (CPI) increasing by 2.5% year-over-year in August. This marks a significant deceleration from July's 2.9% annual increase. The monthly...
Powell’s Jackson Hole Commentary
The recent statements by Fed Chair Jerome Powell at the Jackson Hole conference indicate a significant shift in monetary policy. Powell's acknowledgment that "the time has come for policy to adjust" signals a move toward interest rate cuts, a stark contrast from the...
Wine Tasting at 141 Miracle Mile
At our recent wine tasting event at the office, we had the pleasure of bringing together great minds and even better conversations over a selection of fine wines. It was an evening filled with rich flavors, engaging discussions, and a wonderful opportunity to connect...
Market Turmoil: Dow Drops Over 1,000 Points
Today, the Dow Jones Industrial Average took a significant hit, dropping over 1,000 points, while the Nasdaq plummeted by 6%. This sharp decline is part of a global market sell-off driven by fears of a U.S. recession.The catalyst? A disappointing July jobs report and...
June FOMC Meeting
The Federal Reserve has decided to keep interest rates steady, maintaining the benchmark rate between 5.25% and 5.5%. Here are the key points: Current Rate: The benchmark rate remains between 5.25% and 5.5%. Inflation Progress: Signs of progress toward the 2%...
Inflation Drops in June 2024
The June 2024 Consumer Price Index (CPI) report has brought some significant news: inflation has fallen for the first time since 2020. The CPI declined by 0.1% from May and posted a 3.0% annual increase, surpassing economist expectations. Core inflation, which...
Introduction to Bond Investing
Investing in bonds can be a crucial component of a well-diversified investment portfolio. Bonds are often considered a safer investment compared to stocks, providing regular income and preserving capital. Bonds are essentially loans made to large organizations,...