A market that costs a pretty penny

A market that costs a pretty penny

July 25, 2025 |Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

July 18, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

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H1 2025 equity recap: Business as unusual

July 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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What if we're in a goldilocks market environment and the biggest risk to it is actually deflation? (not inflation)

June 12, 2025 |Chris Cherepuschak
Checking in with folks about a month after our last video as markets continue to recover nicely and global equities hit a new all-time high, we examine where things stand now in the markets and consider a possibility that would be very on-point with the...
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“Big and beautiful” or not?

“Big and beautiful” or not?

June 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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Is the rebound for real?

Is the rebound for real?

May 30, 2025 |Robert Sluymer, CFA, Technical Strategist

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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How tariff policy unpredictability is rippling through U.S. Treasury bonds

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 |Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

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To the brink of bear territory and back.....and beyond?

May 14, 2025 |Chris Cherepuschak
Note: The blurriness for the first thirty seconds was a laptop camera issue, not an issue on your device, and it's not noticeable shortly into the video once we start sharing slides. While it may be completely unfathomable given everything that has taken...
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The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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