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 [...]

The Weekly Insight Podcast – It's Time for a Tough Conversation We’ve been writing this memo for more than four years now. Most of that time has been filled with difficult discussions about COVID, inflation, FOMC meetings, war in eastern [...]

The Weekly Insight Podcast – Minutes, Hours, Days and Years It was a quiet week on Wall Street last week. The President’s Day holiday started things out slow, and the remaining four trading days didn’t encompass a lot of new economic info [...]

The Weekly Insight Podcast – Politics and the Fed Congress created the Federal Reserve in 1913 with a bill called “The Federal Reserve Act”. It was, unsurprisingly, a controversial bill, passing the Senate with just four Republican votes. [...]