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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 5, 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 27, 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 16, 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 13, 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 28, 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 18, 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 9, 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 16, 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 13, 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 28, 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 15, 2022


Podcast- Russia/Ukraine & Earnings
Will Allen and Michael Brooks discuss the impact the Russian invasion is having on the price of oil. They also talk about the outlook...
Mar 8, 2022


Russia, The Fed & Inflation
There is a lot to discuss so I will dispense with the pleasantries and jump right in. Russia/Ukraine If you didn’t get a chance to read...
Feb 22, 2022


A Quick Note on Russia/Ukraine
The news tonight that Russia has begun to invade Ukraine comes as no surprise as it has been telegraphed for weeks. The stock market has...
Feb 18, 2022


The Fed's Hawkish Turn Continues
Yesterday we got an update from Fed Chair Jay Powell on his current thinking regarding the Fed's plan for hiking interest rates and...
Jan 27, 2022


Markets Struggle to Adjust to Fed Pivot
We are three weeks into 2022 and the story so far has been the continued increase in inflation and the impact that is having on the...
Jan 19, 2022
Black Friday Blues
Black Friday was an ugly one in the financial markets as concerns about a new variant of the coronavirus triggered a sell-off around the...
Nov 29, 2021


Earnings, Inflation and The Fed
Fall is here, which in our house means outdoor excursions, watching football and traveling to ninja warrior competitions for my older two...
Oct 26, 2021
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