Our Views & Insights

Morning Thoughts

March 8, 2021

NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken

Morning Thoughts

March 5, 2021

Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo

Morning Thoughts

March 4, 2021

Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese

Morning Thoughts

March 3, 2021

Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella

Morning Thoughts

March 2, 2021

Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini

Morning Thoughts

March 1, 2021

Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola

Morning Thoughts

February 26, 2021

Treasury Yields Challenge S&P Divy Yield; Stocks Suffer – Try the Sole Meuniere

Morning Thoughts

February 25, 2021

It’s About the Theme! – Try the Marinated Pork Loin

Morning Thoughts

February 24, 2021

Powell Rescues the Day! Investors go for the Dip – Try the Linguine Try-Colore

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