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Posts in Investment Commentary

Markets Rethinking Inflation Expectations

Markets Rethinking Inflation Expectations

Investment CommentaryBenjamin WeinbergSeptember 6, 2023

Bond Turbulence Pressures Stocks

Bond Turbulence Pressures Stocks

Investment CommentaryBenjamin WeinbergAugust 9, 2023

New Highs in the Face of Liquidity Concerns

New Highs in the Face of Liquidity Concerns

Investment CommentaryBenjamin WeinbergJune 7, 2023

U.S. Debt Ceiling Looms Over Markets

U.S. Debt Ceiling Looms Over Markets

Investment CommentaryBenjamin WeinbergMay 3, 2023

Financial Stability Challenges Fed Policy

Financial Stability Challenges Fed Policy

Investment CommentaryBenjamin WeinbergApril 6, 2023

Higher for Longer

Higher for Longer

Investment CommentaryBenjamin WeinbergMarch 8, 2023

Bulls Take the Reins in 2023

Bulls Take the Reins in 2023

Investment CommentaryBenjamin WeinbergFebruary 7, 2023

Resilient Labor Market Keeps the Fed on Course

Resilient Labor Market Keeps the Fed on Course

Investment CommentaryBenjamin WeinbergDecember 7, 2022

Powell Squashes Hopes of a Pivot

Powell Squashes Hopes of a Pivot

Investment CommentaryBenjamin WeinbergNovember 3, 2022

Playing Catch-Up

Playing Catch-Up

Investment CommentaryBenjamin WeinbergOctober 5, 2022

The Fed Talks Tough

The Fed Talks Tough

Investment CommentaryBenjamin WeinbergSeptember 7, 2022

Markets Showing Economy the Way?

Markets Showing Economy the Way?

Investment CommentaryBenjamin WeinbergAugust 2, 2022

The Fed’s Trade-off

The Fed’s Trade-off

Investment CommentaryBenjamin WeinbergJune 9, 2022

A Delicate Path to a Soft Landing

A Delicate Path to a Soft Landing

Investment CommentaryCatherine HendryMay 4, 2022

Mixed Signals

Mixed Signals

Investment CommentaryCatherine HendryApril 5, 2022

Geopolitical Shocks Compound Market Uncertainty

Geopolitical Shocks Compound Market Uncertainty

Investment CommentaryCatherine HendryMarch 1, 2022

Countdown to Liftoff

Countdown to Liftoff

Investment CommentaryCatherine HendryFebruary 9, 2022

Omicron and a Fed Pivot Bring Pause

Omicron and a Fed Pivot Bring Pause

Investment CommentaryCatherine HendryDecember 7, 2021

Stocks Power Past Inflation and a Flattening Yield Curve

Stocks Power Past Inflation and a Flattening Yield Curve

Investment CommentaryCatherine HendryNovember 2, 2021

The Delicate Path to Policy Normalization

The Delicate Path to Policy Normalization

Investment CommentaryCatherine HendryOctober 5, 2021