Preparing For The Future - Not The Present

 June 27, 2025 |Michael Capobianco
While inflation has stayed calm in 2025, concerns about potential tariff-related price hikes have kept the Fed sidelined. Today we’ll analyze recent commentary, the impact of market forces and political pressure on yields, and the probability of future...
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The Cost Of Missing Out

 June 20, 2025 |Michael Capobianco
Navigating equity bear markets requires greater-than-usual patience. Given the potential cost of missing periods of strong returns, the more suitable course of action for most investors is to remain disciplined and invested. Corrections Are Normal Equity...
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RBC U.S. Recession Scorecard - What Is It Telling Us ?

 June 13, 2025 |Michael Capobianco
Three years ago, all Recession Scorecard indicators were rated expansionary green, suggesting to us that the U.S. economy—and by association, global stock markets—were on a firm footing with a long way to run. Today, only one green indicator remains—the...
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Big & Beautiful ? All In The Eye Of The Beholder

 June 06, 2025 |Michael Capobianco
The centerpiece of U.S. President Donald Trump’s economic agenda is winding its way through Congress. What’s inside the current legislation that’s of key interest to markets and investors, and how could this change ? The tax and budget bill recently passed...
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