Insights

Explore Insights

Politics
December 17 2021
Liquidity . Politics .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 26 2021
Equity . Markets/Economy .
Article Inflation not a conversation starter at my dinner table
November 24 2021

Lots to be thankful for amid the divisiveness.

November 9 2021
Markets/Economy . Fiscal Policy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

October 29 2021
Equity . Markets/Economy .
Article How do you suppose they became billionaires?
October 29 2021

Market marches forward as Dems scale back.

October 1 2021
Equity . Politics .
Article Washington's rough week
October 1 2021

Fiscal policy uncertainty adds to market volatility.

October 1 2021
International/Global . Equity .
Article Is Xi crazy?
October 1 2021

Like a fox. China knows what it's doing.

October 20 2021
Liquidity . Politics .
Article Capitol expenditures
October 1 2021

The drama over the debt ceiling is a waste of time and energy.

October 13 2021
Monetary Policy . Liquidity .
Article Servicing the debt
September 27 2021

Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.

October 20 2021
Equity . Markets/Economy .
Article Correction odds rise but long-term outlook strong
September 20 2021

A near-term pullback could represent an opportunity for long-term investors.

September 16 2021
Equity . Politics .
Article Delays ... don't you hate them?
September 16 2021

Dem plans for corporate tax hikes look favorable but there's a ways to go. 

September 10 2021
Politics . Equity .
Article You wanna bet on Joe?
September 10 2021

A tax and spending bonanza looms.

September 8 2021
International/Global . Politics .
Article Is it the end of political stability in Germany? Will it tilt left?
September 8 2021

With Merkel exiting, the center-right CDU suddenly looks vulnerable.

September 3 2021
Politics . Equity .
Article You wanna bet against Nancy?
September 3 2021

Markets will be watching closely as the House speaker orchestrates reconciliation.

August 27 2021
Equity . Markets/Economy .
Article Will nothing brake this market?!
August 27 2021

'Buy the dips' continues to be the prevailing philosophy.

August 9 2021
Markets/Economy . Equity .
Article Investing in education
August 10 2021

Will free college and absolving student loans make a difference?

June 25 2021
Politics . Markets/Economy .
Article What role will EVs play in infrastructure deal?
June 25 2021

A lot, perhaps. But the bipartisan package has to clear Congress first.

June 25 2021
Politics . Markets/Economy .
Article Ticktock, gridlock
June 25 2021

Goings-on in the sausage factory aren't bothering the markets.

June 4 2021
Politics . Inflation .
Article '9-1-1: What is your emergency?'
June 4 2021

The unelected, nonpartisan Senate parliamentarian may be the most important person in D.C.

May 14 2021
Taxes . Markets/Economy .
Video What could Biden’s tax plans mean for markets?
May 14 2021

Higher rates represent potential headwinds for markets and the economy.

May 14 2021
Equity . Markets/Economy .
Article Slow down the 'V!'
May 14 2021

A slower recovery could make for a longer one, too.

April 30 2021
Politics . Equity .
Article Divided we stand
April 30 2021

Might political realities trip up Biden's massive agenda?

April 29 2021
Fixed Income . Politics .
Video How might Biden’s infrastructure plan affect munis?
April 29 2021

The municipal bond market stands to benefit from many of its components.

April 23 2021
Fixed Income . Politics .
Video How the Biden administration might impact munis
April 23 2021

Higher taxes should be good for higher value municipal bonds.

April 16 2021
Fixed Income . Politics .
Video What does the American Rescue Plan mean for munis?
April 16 2021

New stimulus should be a tailwind for relative performance.

April 9 2021
Equity . Politics .
Article I wonder, though ...
April 9 2021

What if Biden gets most all of what he wants? Is the market ready?

April 28 2021
Equity . Markets/Economy .
Article Earnings season arrives and guidance will be key
April 7 2021

As 2022 comes into focus, room for upside remains but stock picking will be key.

March 19 2021
Equity . Politics .
Article Is this the real life, is this just fantasy?
March 19 2021

It sure seems as if our world is moving toward MMT.

March 1 2021
Politics . Markets/Economy .
Article Far from over
March 1 2021

Now it's the Senate's turn to shape the Covid relief bill.

February 5 2021
Equity . Coronavirus .
Article As plentiful as face masks
February 5 2021

As perception catches up with reality, add another catalyst to the fire.

January 29 2021
Fixed Income . Politics .
Video Biden’s expected impact on fixed income
January 29 2021

A Democratic White House and Congress should feed fiscal expansion.

DISCLOSURES

2848197615