Market Commentary

Market Update 3/12/2025: Assessing Recession Risk

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: We are increasing our recession scenario probability […]

Market Update 3/5/2025: The Economic Impact of DOGE

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations DOGE spending cuts are coming at a […]

Market Update 2/26/2025: A Closer Look at Interval Funds

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Evergreen fund structures, like interval funds, are […]

Market Update 2/19/2025: What is the Best Short-Term Inflation Hedge?

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: The US inflation rate has been stubborn […]

Market Update 2/6/25: Will Tariff Policy Result in a Protracted Trade War?

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: President Trump signed an executive order over […]

Market Update 1/29/25: Are Foreign Markets Cheaper for a Reason?

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: The S&P 500 Index, led by mega-cap […]

Market Update 1/22/25: Economic Impact of LA Wildfires

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: The tragic Los Angeles wildfires are not […]

Market Update 1/16/25: The Bond Market Strikes Back

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Bond yields are rising sharply across major […]

Market Update 1/7/25: 2024 Review/2025 Preview

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: US large caps delivered an impressive 23 […]

Market Update 12/19/24: The Meteoric Rise of Private Credit

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Private credit – primarily, direct lending to […]

Market Update 12/11/24: When Valuation Says ‘Sell’ but Momentum Says ‘Buy’

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: How should investors approach a market in […]

Market Update 12/4/24: Taking Stock of Holiday Shopping

By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Thanksgiving marked the beginning of the Christmas […]