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Geopolitics Shape Markets, Fed Watch

Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed

March 2026 Monthly Bond Market Review

February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with

Oil Spike, Fed Meeting Ahead

The conflict with Iran remained the primary driver of market sentiment this week. Oil prices spiked as global supplies remained

Markets Face Tariffs

Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act

Modern Monetary Inflation

As a thought experiment, one could ponder what would happen if a modern-day tycoon, such as Elon Musk, decided to liquidate all his assets and distribute his fortune equally to everyone. If we limit our fantastical muse to every citizen of the United States, we would each receive $530.12. Yet, in a post-Covid world, this thought experiment has real world implications. Today, global central banks are utilizing monetary policy to counter the second order consequences resulting from government intervention and fiscal policy response to the pandemic. In addition, geopolitical strife continues to add to the confluence of events currently roiling capital markets led by the highly inflationary environment.

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