Long rates have disconnected from short rates recently

January 2025

January 31, 2025 |R. Matthew Lauer

Onward & Upward

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Happy Holidays

December 2024

December 31, 2025 |R. Matthew Lauer

Our Insights: Gratitude & Growth

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Canadian Housing: A Story of Changing Demographics

November 2024

November 29, 2024 |R. Matthew Lauer

Our Insights: Market Shifts

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NBER recession indicators

September 2024

October 02, 2024 |R. Matthew Lauer

Our Insights: Goldilocks Economy

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Data Centers in US and World

August 2024

August 30, 2024 |R. Matthew Lauer

Our Insights: Rate Cuts & Reins

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S&P disaggregation

July 2024

July 31, 2024 |R. Matthew Lauer

Our Insights: Broadening Earnings

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Probability of recession within the next 12 months

June 2024

June 27, 2024 |R. Matthew Lauer

Our Insights: Recession Compression

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Torsten Sløk, Apollo Chief Economist

May 2024

June 05, 2024 |R. Matthew Lauer

The Bank of Canada's recent 25bps interest rate cut aims to stimulate the economy and lower borrowing costs, potentially revitalizing the housing market and affecting bond markets.

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fed funds rate and sofr futures

March 2024

March 26, 2024 |R. Matthew Lauer

Key takeaways on global equities, economic trends, central bank policy and market dynamics.

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small-vs-mid-vs-large-valuations

February 2024

February 29, 2024 |R. Matthew Lauer

Unveiling Economic Trends: Global Small-Cap surges, AI Evolution, and Private Equity Assessments.

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