Weekly Bottom Line

U.S. Treasury yields continued to rise as the race for the White House tightened, leading to elevated uncertainty regarding the future path of fiscal policy. Federal Reserve speakers this week noted that further reductions in interest rates would be warranted, although incoming data supported a cautious approach. Existing home sales fell to a fourteen year […]

What Scares Us About the Economy and Markets

Stocks have done so well this year that it’s fair to say market participants haven’t feared much. But just because risks haven’t affected markets lately doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we discuss what scares us about the economy and financial markets. If you are having trouble viewing […]