We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
It’s Not Too Soon to Think Rate Cut
In his press conference last month, Chairman Powell said the next policy move is just as likely to be a cut as a hike. We all know the case for raising rates. The Fed has been making it for five years. But what is the case for a cut? This week, we look at the myriad of reasons the fed funds rate might be too high at 2.5%.Plus "The Week Ahead," a preview of next week’s potentially market-moving events.
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