The Weekly Insight Podcast – Pain? Regular readers of this memo will note that we’ve highlighted a theme the last few weeks: the end of summer would be a relatively calm period before we entered a more dramatic period at the end of August [...]

The Weekly Insight Podcast – The Tax Man Cometh? It’s the end of summer. School is starting (or has already) for many. Last minute vacations are being taken. It tends to be a quiet time in the markets – and since the last inflation data, [...]

The Weekly Insight Podcast – Good Inflation Data! This most recent run on inflation has been a masterclass in the difference between public perception and economic policy. We’ve harped on it for months. And at times it has felt like we we [...]

The Weekly Insight Podcast – Silly Season Inflation, Fed, Recession. Those three themes have dominated the markets since the Fed meeting in January and have dominated the commentary in these pages as well. But now, as we’re starting to se [...]

Fed meeting week. We’d be lying if we weren’t always a bit anxious ahead of a Jerome Powell press conference. We could have all the confidence in the world on what the Fed might do, but until they’ve done it, all bets are off. Well now th [...]

This is one of those “tweener” weeks for the Weekly Insight. Last week, we had the big inflation data and the start of the earnings season. Later this week, we get the big announcement from the Fed on interest rates. The market seems to b [...]