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Ukraine Crisis
June 1 2022
International/Global .
Article Planting the seeds for Arab Spring 2.0
May 10 2022

War-driven food crisis could spawn destabilizing uprisings all over.

May 10 2022
Fixed Income .
Article Mosaic of uncertainties merits caution
April 11 2022

Bonds wrestle with pricing Fed, war and inflation outcomes.  

April 25 2022
Equity .
Article Call us 'cautious bulls'
April 5 2022

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

April 1 2022
Ukraine Crisis .
Video Sanctions on Russian exports present challenges
April 1 2022

U.S. and other swing producers will have to step up energy production.

April 5 2022
Ukraine Crisis .
Article 'Don't play Hearts with someone who doesn't know the rules'
March 28 2022

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

April 4 2022
Ukraine Crisis .
Article In support of Ukraine
March 11 2022

Federated Hermes stands on the side of freedom, independence and democracy.

March 11 2022
Ukraine Crisis .
Article 'The usuals' aren't calling
March 11 2022

Hard to call a bottom when investor fear is missing.

March 28 2022
Ukraine Crisis .
Article Revising our framework to incorporate Ukraine war
March 10 2022

Scenarios vary but on a 12-month view, stocks should be higher from here.

March 17 2022
Ukraine Crisis .
Article Geopolitical risks
March 7 2022

Ukraine, energy, inflation and Fed driving markets.

March 4 2022
Markets/Economy .
Article Labor market stays hot
March 4 2022

Second consecutive sharp gain puts Fed on track to hike.

March 4 2022
Ukraine Crisis .
Article The best offense ...
March 4 2022

Defensive stocks can offer refuge and potential rewards.

March 10 2022
Ukraine Crisis .
Article Last weekend changed everything
March 2 2022

Germany's vow to ramp up military spending is a long-term game-changer

March 1 2022
Monetary Policy .
Article Rates' projected path looms large
March 1 2022

The FOMC 'dot plot' will be as important as an actual hike.

March 2 2022
Markets/Economy .
Article Will the Ukraine crisis keep the Fed in limbo?
February 28 2022

Remaking of the Fed’s board and rate hikes could be in flux.

February 25 2022
Equity .
Article Peak (fill in the blank)
February 25 2022

Is the market putting in a bottom on peak everything?

March 8 2022
Ukraine Crisis .
Article Another 'F' falls
February 25 2022

Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.

March 7 2022
Ukraine Crisis .
Article Conflict may slow Fed's plans
February 24 2022

The crisis in Ukraine likely takes a 50 basis-point hike in March off the table. 

February 25 2022
Ukraine Crisis .
Article What's next for international equities?
February 24 2022

The Ukraine situation likely accelerates recent sell-off.

March 2 2022
Ukraine Crisis .
Article Bias remains up (slightly) on longer rates
February 24 2022

Invasion fallout does some of the Fed's work for it.

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