Insights
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...
Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in price through May, while the small cap laden Russell 2000 index has surged almost 18% in price. On the international...