Macro View
Issue 31 – The Real Enemy is Oil Geopolitics
The docket of economic prints was sparse last week. Nonetheless, the stock market took a hit as the ongoing strength of the dollar, combined with
September 11, 2023
Palos Commentary
Weekly Commentary
Issue 36 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
September 5, 2023
Macro View
Issue 30 – The Job Market is Cooling. So is Inflation
Earlier last month, a poll conducted by The Economist and YouGov showed that Americans view employment and inflation as their 2 most important issues, yet
September 5, 2023
Weekly Commentary
Issue 35 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
August 28, 2023
Macro View
Issue 29 – The Brave New World of Jackson Hole
The media has a tendency to treat everything like a horse race, even the framework under which the Fed makes monetary policy.The reality is that
August 28, 2023
Macro View
Issue 28 – What’s Going On Is Productivity
The yield on the 5-year U.S. Treasury note, the true approximation of the neutral rate, settled at 4.40% on Friday, marking the highest close since
August 21, 2023
Weekly Commentary
Issue 34 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
August 21, 2023
Macro View
Issue 27 – Macroeconomic Forces Explain Stock Market Returns
Basically it’s not daily noises found in the media that matters, it’s the big things like employment, inflation and productivity, which are surreptitiously expressed in
August 14, 2023
Weekly Commentary
Issue 33 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
August 14, 2023
Weekly Commentary
Issue 32 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
August 11, 2023
Weekly Commentary
Issue 31 – Notice of Summer Break and Performance Update
Notice of Summer Break and Performance Update The Palos Weekly has entered summer break. Weekly performance updates will continue to be furnished during this time.
July 31, 2023
Macro View
Issue 26: A Big Week That Told Us Nothing We Did Not Already Know
What the past week revealed was already known. Growth is strong but weakening; inflation is elevated but moderating; the cost of money is high, but
July 31, 2023