Blog
Discover the latest market updates including a resurgence for U.S. equities, some challenges to the bond market, and GDP and the labor market.
5/28/2025
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With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed. 
3/14/2025
Blog
Explore how equity markets rebounded in May 2024 amid strong corporate earnings, moderating inflation, and shifting consumer spending. Get insights on GDP trends, CPI data, and key market movements across sectors.
6/10/2024
Blog
Explore how America’s economy and household wealth have surged since 1989, with GDP more than doubling and assets skyrocketing by over 500%. Discover the key drivers behind this growth—from real estate to equities—and what it means for wealth distribution today.
2/20/2024
Blog
Executive Summary As the most aggressive interest rate-hiking cycle in recent history seemingly nears its final stages, economic activity is better than expected, bond markets are providing the opportunity to construct portfolios that generate higher yields, and equity markets are near all-time highs.
8/7/2023