Our Chief Strategist and CIO, Harlan J. Cadinha, explains the reasons for the sharp market decline.

Our Chief Strategist and CIO, Harlan J. Cadinha, discusses the recent market bounce.

Our Chief Strategist and CIO, Harlan J. Cadinha, comments on the on-going battle of monetary policy and current markets.

Another bend in the road?

Our Chief Strategist and CIO, Harlan J. Cadinha, explains how monetary policy and rising interest rates are driving current market volatility.

Our Chief Strategist, Harlan J. Cadinha, discusses monetary policy and our market outlook.

Our Chief Strategist, Harlan J. Cadinha, discusses current geopolitical tension and its effects on the markets.

Our Chief Strategist, Harlan J. Cadinha, discusses a new corrective mindset.

The quarterly economic forecast has a dual purpose. One is to produce a forecast that accurately captures the economic environment for the coming quarter. The second objective is to present the forecast with a parsimonious and coherent description of the foreseen economic environment. Our Interest Rate and overall forecast takes a cue from the futures […]

The conventional wisdom is that the Fed has the power and ability to control both the inflation rate and bond yields. Yet, if that is the case, what explains the current economic environment? It is an unusual one that has many investors worried and confused regarding the future path of the inflation rate and bond […]

In his Wall Street Journal Op-Ed President Biden outlined a three-pronged plan to combat the current inflation rate: The Fed – the institution that, as he mentioned, has primary responsibility to control inflation. Take practical steps to make things more affordable and boost the productive capacity of our economy over time. Keep reducing the Federal […]