News, insights and thought leadership from the City Different team.
When we’re chatting with clients, we often get the same flavor of questions about bonds (we would bet if you have exposure to the bond market, you’ve wondered some of these as well…). So we wanted to...
9/10 is an exceptional mark in almost all applications. If a restaurant has a 9/10 on Yelp or Foursquare (yes, Foursquare is still an excellent restaurant rating app), it means the restaurant is...
WEEK ENDING 7/19/2024 President Biden drops out of the presidential race. Like The Who, we “Won’t Get Fooled Again” — though it seems a rate cut is in the offing. “Won’t you please come to Chicago...
WEEK ENDING 7/12/2024 June’s cooling CPI makes the case for lower inflation. Probability of a Fed September rate cut of 25 basis point is currently at 95%. Former President Trump attacked at a rally.
WEEK ENDING 7/5/2024 When will the Fed make its next move? Costs of avoiding the “Cash Trap” are on the rise. Try not to laugh: “His Highness, the President of the United States of America and...
There’s a great metaphor that describes in pretty perfect detail how you should think about investing. It comes from Ralph Wanger, a legendary investor (as quoted in The Four Pillars of Investing):...
WEEK ENDING 6/21/2024 A midyear review of investment grade corporates Softening consumer data Happy Independence Day (a bit early)
When it comes to share price, nothing has been quite so good to companies these past couple of years as making waves in A.I. Much of the S&P 500’s gains over that period have been powered by a few...
WEEK ENDING 6/14/2024 Higher-for-longer tested by recent economic reports Supreme Court for sale CDI wishes all dads a Happy Father’s Day
WEEK ENDING 6/7/2024 Wednesday doubleheader: CPI data release and Fed meeting. Strong labor market dampens probability of July rate cut. Landmark election year for the world.
WEEK ENDING 5/31/2024 “I just don’t know.” Municipal bond market underperforms prior to seasonal summer drought. 34–0
Mutual funds are off-the-rack, SMAs are bespoke tailoring. Which do you prefer?
WEEK ENDING 5/17/2024 Core CPI increases by 0.3%; softer after higher inflation prints in Q1. Receipts come back with lower retail sales numbers. Three paths to monetary policy: hold, ease, or ease....
