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P.A.T.T.Y. in 2023: How the Search for Yield Fits into a Tech-Dominated Stock Market

The tech sector has outperformed the S&P 500 year to date in 2023. We do not see a return to growth-stock-only purchase strategies. ....

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The U.S. Economy: A 'Riddle Wrapped in an Enigma'

A ‘recession’ is defined by the National Bureau of Economic Research (NBER) as a “significant decline in economic activity that is spread across the economy and lasts more than a few months”. ....

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After the Storm: US Banking System Still Afloat

After the Storm: US Banking System Still Afloat
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April 2023 Chart Pack Summary: The Fed's Q2 To-Do List: Inflation Moderation & Bank Stabilization

In today’s Weekly View, we created a concise synopsis of three visuals from our April 2023 Chart Pack that summarizes a few key takeaways. ....

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Tactical Rules: The Balancing Act Continues

Financial markets have been volatile all year as investors have worried about inflation, rate hikes, a banking crisis, and recession. ....

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