Library
Weekly Missives
Market Musings
Sep-24: A Look at the "Fairness" of Personal Income Taxes
Aug-24: Summer is a Time to Step Back and Look at Where We Are!
Jul-24: Global Election Shakeups 2024
Jun-24: Another Perspective on Monetary Policy
May-24: The Many Faces of Artificial Intelligence
Apr-24: Does Freedom Make a Difference to Quality of Life?
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
Q1-24: What are the Markets Telling Us?
Q4-23: A Look Back; A Look Ahead
Q3-23: Is It Darker Just Before Dawn?
Q1-23: The Financial Impact of the Pandemic and Beyond
Q4-22: Looking Back, Looking Ahead
Recent Perspective
Q1-24: What are the Markets Telling Us?
The financial markets may be providing us with a glimpse of the future, at least the prospect up until the outcome of the 2024 elections. A turning point in equity markets came in late October of 2023 when it was evident that a decelerating rate of inflation (Figure 1) influenced the Federal Reserve to terminate the aggressive policy of raising rates.
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