What Fed Leadership Shift Could Mean for Stock-Bond Correlation

Published on December 4, 2025

Following the 2021–2022 inflation shock, the historic negative correlation between stocks and bonds—the foundation of modern portfolio diversification—temporarily broke, fueling debate over whether the "Greenspan Put" era of Fed-induced market stability has ended.

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Bubble Talk

December 4, 2025
Equity markets reached new record highs over the past month, reigniting debate over whether we’re in bubble territory. Heightened U.S. equity valuations and concentrated market leadership fuel this concern — but context matters. Markets rarely move in straight lines, and short-term pullbacks, while uncomfortable, are a normal part of the cycle.

Federal investigation into fatality at Georgia-based engineering company finds employer exposed workers to chemical, asphyxiation hazards

December 4, 2025
ATLANTA – U.S. Department of Labor safety investigators have determined that an engineering and construction company exposed workers to safety hazards after an investigation into a worker fatality at the Hanwa Q Cells Georgia Inc. plant in White, Georgia.OSHA issued Hyoungwon E&C America Inc. a citation with a serious violation under the Occupational Safety and Health Act’s general duty clause for