Markets Target Escape Velocity: SpaceX IPO, Middle Eastern Deal, Fundamentals
Executive Summary The initial public offering (IPO) of SpaceX was the largest IPO on record and traded up after its initial pricing per share. Broadly speaking, investors are navigating a market shaped by various forces. Geopolitical tensions, persistent inflation, and uneven consumer resilience are complicating the economic outlook. At the same time, artificial intelligence capex spending continues to support growth, though uncertain […]
IPO Markets Fighting Forces For Escape Velocity: Inflation, Rates, Labor and AI
Executive Summary Last month, the market faced a test, and it passed, at least on the scoreboard. There was a mid-month hawkish shock: back-to-back hot inflation prints sent the 30-year above 5% and put a Fed rate hike back on the table. Stocks flinched but quickly recovered as oil fell more than -13%, easing the […]
Five Charts for the Week That Was: June 5, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including employment, bond yields, and new car sales.
Did You Know? Monaco Formula 1 (F1) Racing Winglets Manage Risk…Â
Executive Summary The 2026 Monaco Grand Prix, round six of the Formula 1 World Championship, runs this weekend from June 5 to June 7 on the iconic Circuit de Monaco. Teams Mercedes, McLaren, Red Bull and other manufacturers have introduced specialized rear winglets to maximize downforce on the tight, unforgiving street circuit. F1 winglets are engineered […]
Five Charts for the Week That Was: May 22, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including bond yields, CPI, mortgage rates, and housing sales.
Beyond the Noise Podcast – Episode 2
Listen to Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz as they analyze the economy and markets amidst current geopolitical tensions.
Five Charts for the Week That Was: May 8, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US GDP, Federal Debt, US Consumer Credit Change, American net wealth, and labor force participation.
FOMC Commentary – April 29, 2026
If a Federal Open Market Committee (FOMC) interest rate statement can be judged to be terse, it would be the one issued today (April 29) at the conclusion of meetings that were expected to be both highly interesting and boringly uneventful.
Five Charts for the Week That Was: April 24, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including consumer sentiment, gas prices, retail sales, and real wage growth.
Market Volatility: The Best Days and Worst Days Travel Together
The stock market’s best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder. The S&P 500 fell nearly -10% from its late-January high through the end of March as the U.S.-Iran conflict sent oil prices surging more than +60%. Headlines about the Strait of Hormuz closure, rising […]
Why Staying Invested Is the Hardest, Smartest Choice Right Now
As published in Kiplinger April 13, 2026 – Geopolitical headlines in the past few weeks have been jarring. As joint U.S. and Israeli air strikes on Iran dominate the global news cycle, it’s natural for a sense of anxiety to surface. There is a direct impact on energy markets, with oil prices surging and the […]
Five Charts for the Week That Was: April 6, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including payroll numbers, healthcare jobs, unemployment rates, mortgage rates, and credit card delinquency rates.