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How the Treasury's $1 Trillion Announcement Led to a Surge in Long-Term Interest Rates
The Treasury Department's announcement on July 31st, stating that it would be issuing over $1 trillion in government debt, resulted in a...
Oct 30, 2023


Seasonality Shifts From Headwind to Tailwind For Markets
The financial markets closed the week on a positive note, buoyed by a stronger-than-expected jobs report . The U.S. economy gained...
Oct 6, 2023


Sentara Shorts - Seasonality Shifts From Headwind to Tailwind For Markets
In a preview of tomorrow's market update, Will Allen examines the notable disparity in stock market performance between the months of...
Oct 4, 2023


Hawkish Powell Rattles Markets
Financial markets have had a brutal week, with declines that accelerated after Fed Chair Jerome Powell made it clear that they intend to...
Sep 22, 2023


U.S. Economic Growth Accelerates
Will Allen, and special guest Evan Temple, discuss the Atlanta Fed's GDPNow forecast for 5.9% growth in the third quarter. Additionally,...
Aug 29, 2023


Stocks Powered by Better-Than-Expected Economic Data
While 2022 was an ugly year for the stock market, 2023 has been a different story thus far. Stocks have moved higher for most of 2023...
Aug 3, 2023


Mid-Year Economic Update
As we reach the halfway point of 2023, this is the first of two posts where we take a closer look at the economy and financial markets....
Jun 27, 2023


Has the Fed Hiked Too Far?
Last Wednesday the Federal Reserve raised interest rates by .25% to a range of 5%-5.25%. The chart below provides context on just how...
May 4, 2023


Consumers Continue to Power Economy
April has flown by, but we wanted to take a look at some of the recent economic data, as well as give an update on the latest troubled...
Apr 26, 2023


SVB Fall Changes Path of Interest Rates
The fall of Silicon Valley Bank has significantly changed the path of interest rates according to current market pricing. We...
Mar 15, 2023
What Happened to Silicon Valley Bank?
Silicon Valley Bank has been in the headlines everywhere you look over the last few days. We have a lot to say on this topic, but will be...
Mar 12, 2023


The Fed Hikes Again, But What About 2023?
Last week was important as the November CPI report was released on Tuesday and that was followed up with the Federal Reserve’s decision...
Dec 16, 2022


Fed Making Progress on Bringing Down Inflation
Financial markets spent most of this week digesting the gains that followed the release of the October CPI report . The Consumer Price...
Nov 17, 2022


Podcast- Inflation Progress & Opportunities Amid Volatility
Will Allen and Michael Brooks discuss how when it comes to inflation, Fed Chair Jerome Powell has moved the goalposts. The guys look at...
Sep 27, 2022


Inflation, Earnings & of Course- The Fed
Last week the two most anticipated gauges on inflation, CPI & PPI, were reported. We tell you what they said, but we don't stop there. We...
Aug 17, 2022


Decline in Bond Rates & Gas Prices Fuel Summer Rally in Stocks
There has been no shortage of news making developments this summer in the financial markets. So many, in fact, that we can’t cover it all...
Aug 8, 2022


Podcast- Fed Hikes by .75%
Will Allen and Michael Brooks discuss the Fed’s .75% rate hike, which is the largest increase since 1994. They also discuss why they are...
Jun 15, 2022


Widespread Inflation Weighs on Consumers
The selloff that began last week in financial markets is continuing this morning as investors grapple with Friday morning’s CPI report...
Jun 12, 2022


Markets Digest Earnings & First Quarter GDP
Earnings season is in full swing. We take a look at some of the most important reports so far. Also, we tell you why the -1.4% economic...
Apr 27, 2022


Consumers and Investors Hope for Peak Inflation
It was a busy news week for the financial markets as earnings season kicked off and interest rates continued to march higher. But the...
Apr 14, 2022
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