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Michael Halloran
May 1, 2026
We continue to follow timely indicators for the effects of the Iranian conflict on the economy (and ultimately corporate profitability and stock prices).
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Guy LeBas
April 29, 2026
Yielding to decades of precedent, the Fed has held that it should not react to swings in commodity prices but rather wait until evidence emerges one way or the other that broader price levels are rising. Unsurprisingly, language in the April FOMC statement emphasized the uncertain nature of energy price pass throughs, with the Committee emphasizing the phrase “Developments in the Middle East are contributing to a high level of uncertainty.”
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Michael Halloran
April 23, 2026
With 21% of the S&P 500 market capitalization reported, earnings growth expectations are up to a healthy 15% rate for the first quarter. These confirming signals suggest the market is focused on positive economic fundamentals and is looking past the Iranian conflict.
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Michael Halloran
April 17, 2026
Earnings season kicked off this week with the major banks generally reporting better than expected results. The banks provide important insight into the health of consumers, businesses, and the overall economy.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
April 9, 2026
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
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Guy LeBas
March 18, 2026
Today, at his penultimate FOMC meeting, Powell led the FOMC to leave overnight interest rates unchanged at a range of 3.50 – 3.75%, where they have been since December’s cut.
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Michael Halloran
March 11, 2026
This piece reviews the major secular investment trends that we believe will influence the economy and markets in the coming years.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
March 6, 2026
In this issue we discuss if it's time to rethink China, how oil and the bond market mix, and if wars derail markets.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
February 9, 2026
In this issue, the Investment Strategy Group explores gold's potential, the drivers in the bond market, and tech's tough stretch.
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Guy LeBas
January 28, 2026
Fed Chair Jay Powell is in the final countdown of his tenure, with only two more FOMC meetings left, and the parlor game of betting on his successor is in full swing.