Boring is Beautiful

Published on December 16, 2025

Our Year Ahead explores what could challenge the consensus outlook, how rate-cut expectations shape market behavior, and why quality, dividends, and broader opportunities may matter more than investors realize.

Continue reading on website
Other news

Fed Signals A Dovish Tilt and Market Rotation

December 16, 2025
The Federal Reserve delivered a "dovish version of the hawkish cut," confirmed by the market's rally, new equity highs, and subtle shifts in leadership. The surprising effective end of Quantitative Tightening and a softening inflation framework underscore a clear turn toward accommodation and ample market liquidity.

Fed Consensus Is Great; Dissent Is Even Better

December 16, 2025
Chief Economist Eugenio J. Alemán discusses current economic conditions.