Frank Kelly’s Geopolitical Week Ahead | April 29, 2024

Will Speaker Johnson lose his job? And Congress is back to work, but what do they have left to do in 2024?

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Frank Kelly: Israel's attack on Iran | April 19, 2024

As we wait to get more information on the exact damage Israeli forces inflicted on Iranian targets inside Iran last night, there are several things we would note that may prove to be market-relevant.

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Market Essentials | April 16, 2024 edition

“In the bullish ballgame of the economy versus the market, I am currently seeing two strikes and a ball.” David Bianco explains.

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15-Jan-24 Artificial Intelligence

Generative AI

By: Dan Fletcher

After the euphoria: The opportunity outlook remains substantial.

Artificial Intelligence
08-Jan-24 Blog

Market Essentials | January 08, 2024 edition

By: David Bianco

“How much of what investors should expect in 2024, was already delivered to them in 2023?”
07-Jan-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

The most significant event for markets globally in the coming week is without a doubt Taiwan's presidential elections on January 13.

Politics
18-Dec-23 Blog

Fixed In Focus | December 18, 2023 edition

By: George Catrambone

Amidst the “everything rally” and Fed pivot party, should we be worried about a hangover early next year? George Catrambone explains.
18-Dec-23 Blog

Market Essentials | December 18, 2023 edition

By: David Bianco

“I think what the Fed has done is opened the door to easier financial conditions…The downside is that it also increases the risk of inflation lingering.” David Bianco explains.

04-Dec-23 Blog

Market Essentials | December 4, 2023 edition

By: David Bianco

“I think we’re seeing the start of a Santa Claus rally, which is nice, but perhaps the naughty aspect is that it’s borrowing from next year’s returns.” David Bianco explains.

CIO View