Research, Around the Hill Around the Hill Volume 10 - After the Debt Ceiling, What Happens to the Economy? The debt ceiling debate lingers on, but the long-term damage to the economy may already be done.... Read More →
Research, Around the Hill Around the Hill Volume 9 - How Big Will the Generative AI Market Be? Generative artificial intelligence is still everywhere. It was a sleepy week in the markets as... Read More →
Research, Around the Hill Around the Hill Volume 8 - As Inflation Cools, Where Next for the Fed? Inflation is showing modest signs of cooling off, especially for the key core services segments.... Read More →
Research, Around the Hill Around the Hill Volume 7 - Is a Debt Ceiling Debacle Really Happening? Concern arose around the health of the U.S. economy as the debt ceiling “X date” - when the U.S.... Read More →
Research, Around the Hill Around the Hill Volume 6 - What is Earnings Season Telling Us So Far? Earnings season is in full swing and, despite concerns about the health of global economic growth... Read More →
Research, Sector, Around the Hill Around the Hill Volume 5 - It’s Big Tech Earnings Season Next week brings the big tech earnings season. Big bank earnings showed resilience and strong net... Read More →
Research, Sector, Around the Hill Around the Hill Volume 4 - What is the Tech Hardware Market Telling Us? Earnings season kicked off with the first set of big bank reports largely beating/missing... Read More →
Research, Sector, Around the Hill Around the Hill Volume 3 - The Calm Before the Earnings Storm? It seemed to be a much quieter week in markets as we brace for 1Q earnings season. The banking... Read More →
Research, Around the Hill Around the Hill Volume 2 - Money Market Funds are Interesting? Headlines abound about money market funds — yeah really, money market funds — with surging inflows... Read More →