by Ross Bowler | Nov 25, 2024 | Market Commentary
Market Commentary | November 19, 2024 Which Way Go Rates? As anticipated, on November 7th the Fed followed up on September’s 50 basis point rate cut with an additional 25 basis point reduction. The broader bond market, however, seems to be living in an entirely...
by Ross Bowler | Oct 21, 2024 | Market Commentary
Growth
Now that the Fed has at last started reducing interest rates, our attention can more singly be focused on growth opportunities in today’s economy. The obvious, and most talked about trend is artificial intelligence.
by Ross Bowler | Sep 22, 2024 | Market Commentary
Normalization
The ad nauseam discussion of when the Federal Reserve would cut interest rates finally concluded on September 18th when Jay Powell announced a 50-basis point reduction in the Fed Funds rate.
by Ross Bowler | Aug 23, 2024 | Market Commentary
Newton’s Laws of Motion define action in the physical world. The third law states that for every action there is an equal and opposite reaction. Because we are believers in science, we tend to apply these principles to arenas beyond the physical world. Economics and finance, for example.
by Ross Bowler | Jul 18, 2024 | Market Commentary
Market Commentary | July 17, 2024 A Glimpse at the Future? Earlier this month, a report of a cooling jobs market, closely followed by a CPI report that consumer prices declined in June, provided more than enough fuel to reignite speculation the Fed would soon begin...
by Ross Bowler | Jun 24, 2024 | Market Commentary
Market Commentary | June 20, 2024 Back in 2018, 2nd Market Capital attached to the phrase, “REITs Touch Every Economic Sector”. Marketing slogans often quickly go musty, and dusty, and lose their significance, but based on how world economies are evolving, this...
