The Weekly Insight Podcast – The Next Recession The market has had a tough start to April. We walked through that in detail in last week’s memo (here) and the themes didn’t change much last week.  Comments from numerous Fed members – incl [...]

The Weekly Insight Podcast – Deep Breaths Whew. Last week was a tough one. Between the concerns about inflation data, a slow start to the earnings season, and the Iranian attack on Israel, it’s safe to say markets were flustered. We’re go [...]

The Weekly Insight Podcast – A Sometimes Bubbly Path In last week’s memo, we addressed the positive outlook we had for the market over the next 30 – 60 days.  That was, of course, promptly met by the market falling at the start of the wee [...]

The Weekly Insight Podcast – Devil on Your Back Your author spent the past weekend on the road visiting family for Easter. And as is true with any road trip with young children, the battle over what’s playing on the car speakers is a good [...]

The Weekly Insight Podcast – Slowing the Run Off Last week, we talked about the market moving on from the Fed. But just because the market wasn’t viewing every economic data point through the lens of what the Fed would do, the Fed’s direc [...]

The Weekly Insight Podcast – Moving On (From the Fed) If you take a look back over the last two years, what happened last week in the economy should have been quite consequential.  We are just a few days away from a Federal Reserve meetin [...]

The Weekly Insight Podcast – And So It Begins Last week was full of opportunities to move the market. Chairman Powell spent two days on Capitol Hill testifying in front of Congress and confirmed the market’s expectations of rate cuts late [...]