The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

 October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Read more
Investment Quarterly: Trees Don't Grow To The Sky

Investment Quarterly: Trees Don't Grow To The Sky

 July 12, 2024 |Price Private Wealth
AI has propelled a “magnificent few” to trade at extremely rich valuation multiples. While a soaring S&P 500 price-to-earnings multiple by itself won’t define the limits of the market advance, when combined with optimistic / complacent investor sentiment...
Read more
Previous