Insights

Fed rate cuts have not appeared to end rate volatility. Treasury yields retraced their decline as markets digested a still data-dependent Fed.

Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

We dive into our recent research exploring the shifting role of banks amid the growth of private lending.

Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.

A new strategy note from Chief Market Strategist Troy Gayeski