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Article: “I Don’t See the Stag or the ‘Flation”
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“I Don’t See the Stag or the ‘Flation”

Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.

June 5, 2024

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The concentration cycle

June 10, 2024
Thanks to the rise (and rise) of the Magnificent Seven, U.S. investors are facing a level of stock market concentration not seen in over 30 years. Is diversification passé?
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Despite India’s surprise early election results, underlying growth remains intact

June 5, 2024
Election jitters sent the NSE Nifty 50 index down as much as 8.6% on June 4th. But is the erosion of the BJP’s outright majority a boon or a blow for the Indian market? The early general election results announced that day indicated that voters seem widely unsatisfied with Prime Minister Narendra Modi and his increasingly repressive Bharatiya Janata Party (BJP).
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The first cut is the deepest

June 3, 2024
How do global markets react to the initial Fed cut? We look back at the past seven cutting cycles to analyze what tends to happen when interest rates finally start going down.
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Diverging U.S. growth and corporate earnings is a win for stocks

May 29, 2024
The current macro environment—a slowing economy coupled with rising corporate profits—is creating a unique scenario that is quite favorable for equities. A recent Bank of America report highlights that under this rare combination, which has occurred only 11% of the time since the 1950s, the S&P 500 has historically produced outsized returns...
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