Is the Next Temperamental Era Upon Us?

Published on November 19, 2024

The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.

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Economic Strength Drives Jump in Long-Term Rates

November 19, 2024
Last week showcased the complexities driving markets and the economy, with inflation data, Federal Reserve commentary, and political developments at the forefront. While inflation metrics in the CPI came in as expected, the PPI surprised on the higher side, pushing up estimates for the Fed's preferred PCE inflation gauge.

Exuberance – Investors Have Rarely Been So Optimistic

November 19, 2024
Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index.