Dancing With the Stars: Thoughts on the Fed’s Recent Meeting
As expected, Chairman Powell announced that the Federal Raeserve was leaving the Federal Funds reference rates unchanged at a level between 4.25% and 4.5%.
Making Sense of Recent Market Volatility
They say that knowledge is power. However, recognizing what you know, as well as what you do not know, can be even more powerful.
Germany: Whatever it Takes
Friedrich Merz, Germany’s newly elected Chancellor, faces a difficult road ahead. He must govern the politically divided, economically broken, and increasingly fraught with geopolitical risk, core European nation of Germany.
Nvidia’s Earnings Report: It’s All Relative
“Good, not great”, “underwhelming”, “subdued”. These were some of the ways in which the financial media described Nvidia’s fourth quarter earnings report this past Wednesday.
Let’s Talk Evolution: AI’s Evolution
Think of a city being built from the ground up. The first things that must be built are roads, bridges, and power grids – the foundational infrastructure. Once these are in place, businesses start emerging and before you know it, an entire skyline takes shape atop the original infrastructure.
Distilling the Implications of US Tariffs
Over the past month, the world has been shaken by a dizzying number of policy announcements from the new Trump administration. One of the main sources of uncertainty centers around the use of tariffs. Whether they are a negotiating tool to achieve particular policy objectives, or a revived way to permanently fund the Federal government is beyond the scope of this report. Here, we are only striving to analyze the impact of such measures on the economy and markets.
Earnings Season: Half Time Report
With 60% of the companies in the S&P 500 having already reported earnings, several trends are beginning to emerge.
From the Uneventful to the Revolutionary: The Fed and DeepSeek
A Whirlwind. That is one way to describe this past week in U.S. financial markets. From the Federal Reserve, to DeepSeek, to earnings reports. The markets were not short of action to close the first month of the year.
Brazil – Are we there yet?
Brazil ended 2024 on a complicated note, with challenges looming on the fiscal front that have kept investors on their toes.