Sometimes it is vital to widen our perspective from the day-to-day trek through the trees of investing decisions and market data to take in the entire landscape. This morning, I take a couple of minutes to do that. Let’s look at the big picture.
(Note: Captions are automatically generated and subject to error. The French impressionist artist I mentioned at the beginning is Camille Bombois.)
To understand some of the US-Venezuela policy, we must follow the money. Here’s the story as we see it today.
Jeanine Pirro’s criminal investigation of Fed Chair Jerome Powell over a long-term, publicly reviewed Fed building project and over Powell’s related testimony is dominating the headlines. We assess market reactions and implications.
For me, 2025 was a year of accomplishments and change. Here’s to a year of navigating an eventful 2026 together!
We estimate the market-based pricing of outcomes of the forthcoming SCOTUS decision and its impact on interest rates and the term structure slope.
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