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World Map

Market Outlook

Another bend in the road?

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
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World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

Another bend in the road?

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY
World Map

Market Outlook

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

PLAY

The Third Quarter 2022 Outlook

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 […]

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Cadinha Blog

Inflation, Bond Yields, and the Fed

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 […]

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President Biden’s Three-Pronged Inflation Fighting Plan

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 […]

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