Commentary
March 12, 2026 | Chart of the Week
Anchored Inflation: Key to Keeping Bond Market TameMarch 9, 2026 | Monday Morning Perspectives
Oil RisingMarch 5, 2026 | Chart of the Week
The Mortgage “Mendoza Line”March 2, 2026 | Monday Morning Perspectives
Jobs, Tech Earnings and Iran to Set the Week’s ToneFebruary 26, 2026 | Chart of the Week
When AI Became a Headwind: Dispersion and Rotation in Early 2026February 23, 2026 | Monday Morning Perspectives
Economic Surprises, Hawkish Fed and Resilient Equities in a Volatile WeekFebruary 19, 2026 | Chart of the Week
Sell-Offs Powered by AIFebruary 17, 2026 | Monday Morning Perspectives
Treasury Yields Move Lower as AI Concerns ContinueFebruary 12, 2026 | Chart of the Week
From Power to Pressure: GPs Beginning to Discount their Management FeesFebruary 9, 2026 | Monday Morning Perspectives
Markets Finish the Week StrongFebruary 5, 2026 | Chart of the Week
Software Sector Stress Sends Leveraged Loans LowerFebruary 2, 2026 | Monday Morning Perspectives
President Trump Announces Nominee for Next Fed ChairJanuary 29, 2026 | Chart of the Week
Cash is Still King: Money Market Funds Hold Firm Near All-Time HighsJanuary 26, 2026 | Monday Morning Perspectives
Markets Stabilize as U.S. Treasury Yields Ease and Corporate Spreads Hit Historic LowsJanuary 22, 2026 | Chart of the Week
Private Equity Secondaries Continue to Demand Attention from Institutional Investors