Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

Read more

Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

Read more

Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

Read more

Weekly Strategy Perspectives: Risky Business

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

Read more

Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

Read more

Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

Read more

Weekly Strategy Perspectives: Fearless Forecasts

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

Read more

Weekly Strategy Perspectives: Holiday Shoppers - Hopeful Harbinger or Hopelessly Over Their Skis?

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

Read more

Weekly Strategy Perspectives: The Fed’s Duel(ing) Mandate

The Through Line: The Fed’s next interest rate decision has been hotly debated among finance types for weeks. Unlike other central banks whose only objective is controlling inflation, the U.S. Federal Reserve......

Read more

Weekly Strategy Perspectives: Anx-AI-ety

The Through Line: AI’s leap into public consciousness is barely three years old, yet it can be hard to recall a time when its progress or impact didn’t enter the conversation......

Read more