Shutdown Risks and a Fed Decision: Markets on Alert

Congress moves unexpectedly back into the economic picture, as talk of a partial government shutdown on Friday has re-emerged with power and possibility. If investors thought that the only news hitting them this week would be just another boring Federal Reserve meeting, the fight over Department of Homeland Security funding should spice things up nicely. […]

A Calm January Despite Noisy Headlines – January 26, 2026

Good morning, The first three weeks of January have delivered more than their share of attention-grabbing headlines—from the White House, the weather, and moves in gold and currency markets. Yet none of this has meaningfully disrupted either stocks or bonds. With one week left in the month, equity markets are modestly higher across the board. […]