Global A.I. Race: Europe Risks Falling Behind

 September 27, 2024 |Michael Capobianco
Mario Draghi, the former president of the European Central Bank and prime minister of Italy, recently submitted a comprehensive report addressing the EU’s loss of competitiveness. Let’s look at the feasibility of his ambitious plan and the potential implications...
Read more

Rate Cuts Have Finally Arrived. Now What ?

 September 20, 2024 |Michael Capobianco
After biding its time, the Fed finally kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor some concerns the Fed is getting ahead of itself and that more aggressive cuts could reignite inflationary...
Read more

Donald vs. Kamala - The Importance of Their Individual Views

 September 13, 2024 |Michael Capobianco
A gulf exists between Vice President Kamala Harris and former President Donald Trump on policy issues. What follow is an executive summary of key policy differences that matter most to the economy and stock market. It has been long held that the stock...
Read more

Record Bond Sales Provide Many Clues For Investors

 September 06, 2024 |Michael Capobianco
Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. Let’s look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead. September is usually a busy month for...
Read more