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Equity
November 4 2025
Markets/Economy .
Article

7 minute read

Big beautiful debt
July 25 2025

In the wake of the passing of Trump’s signature bill, reducing the federal debt requires out-of-the-box thinking. 

November 4 2025
Monetary Policy .
Article

8 minute read

Leadership transition at the Fed
July 17 2025

Chair Powell on the hot seat.

November 4 2025
Markets/Economy .
Article

7 minute read

Summer squall coming?
July 11 2025

Stocks are on a tear, but investors may consolidate gains.

November 4 2025
Markets/Economy .
Article

8 minute read

State and local government hiring wins the day
July 3 2025

The strong labor report for June likely keeps the Fed on pause in July.

November 4 2025
Markets/Economy .
Article

6 minute read

Equity market completes stunning roundtrip
June 27 2025

Stocks mount powerful rebound despite policy concerns.

November 4 2025
Monetary Policy .
Article

7 minute read

Did the Fed just add a third mandate?
June 20 2025

Central bank waiting for fiscal and geopolitical policy developments to unfold before cutting rates.  

November 4 2025
Markets/Economy .
Article

6 minute read

Summer of unrest?
June 13 2025

Storm clouds on the horizon, but confidence is rebounding.

November 4 2025
Equity .
Article

1 minute read

Labor market decelerating
June 6 2025

With inflation under control, the Fed should cut rates twice later this year.