Insights
Dominating Deficits
The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
Read More →
May 2025 Market Recap
The S&P 500® Index posted a strong rebound in May, climbing 6.29% for the month and bringing its year-to-date return to 1.06%. Markets recovered from ...
Read More →
April Showers
As they say, April showers bring May flowers, and investors who weathered the storm this past month are looking forward to the sunshine...
Read More →
April 2025 Market Recap
The S&P 500® Index returned -0.68% in April, bringing its year-to-date return to -4.92%. April’s return seems like a reprieve compared to March’s decline of ...
Read More →
2025 Flagship (Index/RA) Commentary – Q1