September 2022 Research Update

Talking Shop VI

The Federal Reserve lifted the fed funds rate by 0.75% at their September meeting. This was the third straight 75 bps increase. This brings the…

July 2022 Research Update

Talking Shop V

Downward volatility in the capital markets can be scary. However, beyond the fear, volatility creates opportunity. When markets are in distress, investors are given the…

May 2022 Research Update

Talking Shop IV

With financial markets under significant pressure, we wanted to share a special macro edition of Talking Shop. Typically, our focus is on news and updates…

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