The MercadoLibre Paradox
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Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
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Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
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We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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Are Treasuries Still Safe?
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Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
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Tariffs Dominate
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WEEK ENDING 2/21/2025 Tariffs continue to dominate headlines. Fed remains in wait-and-see mode. Sentiments and housing data skew negative.
Sticky Inflation
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WEEK ENDING 2/14/2025 Fixed income seems immune to headlines. “Patience is a virtue; possess it if you can.” Inflation seems untamed. The purges continue.
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The Eagles Soar While Treasury Yields Dip
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WEEK ENDING 2/07/2025 Eagles soar past Chiefs to win Super Bowl. Treasury Secretary Bessent wants to bring 10-year bond yield down. Mixed employment data supports Fed’s wait-and-see.
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Beware the Investing Whiplash
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WEEK ENDING 1/31/2025 Two horrific plane crashes claimed 73 lives. Investigations into causes are underway. DeepSeek is not an AI hallucination… we think. Purges of FBI, Department of Justice, and...
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Higher Interest Rates and Looming Tariffs?
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WEEK ENDING 1/24/2025 The fear and the opportunity of high interest rates. Fed meets Wednesday for the first time this year. Here come the tariffs.
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A New Administration Begins
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WEEK ENDING 1/17/2025 CPI report dilutes jobs report, for now A new administration began Monday Prepare for volatility
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Job Numbers and Looming Fiscal Uncertainties
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WEEK ENDING 1/10/2025 Strong jobs numbers dampen view of Fed Rate cuts. Fiscal and tariff uncertainty cause market sell-off. Damage and loss of life in LA County climb. Register for our fixed-income...
From Yield Rallies to Year-End Reflections
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WEEK ENDING 12/13/2024 Fixed-income market endures a “yield rally” and a steeper yield curve. Inflation proves sticky — even grocery prices will be hard to reverse. Trump named Time’s person of the...
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We're Back! And so is the Economy
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WEEK ENDING 12/6/2024 We’re back! Rallies continue as Powell urges caution. Saturday, December 7, marked the 83rd anniversary of the attack on Pearl Harbor — ‘a day that will live in infamy.’ Taylor...
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An Inflation Lull
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WEEK ENDING 11/22/2024 Are we in a temporary inflation lull? Will the next administration’s policies raise inflation? White meat or dark? Happy Thanksgiving from all of us.
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Sitting, Waiting, Wishing...
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WEEK ENDING 11/15/2024 Treasury rally continues since mid-September Market still pricing a December rate cut President-elect Trump’s cabinet is taking shape
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The Red Wave's Impact on the Economy
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WEEK ENDING 11/8/2024 We have a new president—well, maybe not new—along with a “red wave” Week-to-week changes hide volatility Oh, and the Fed cut the Fed Funds range by 0.25%
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Dive Into the Polls
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WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday
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The Next 240 Hours
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WEEK ENDING 10/25/2024 Elevated risk: critical data releases timed for next 10 days. Weaker liquidity in the bond market. Initial claims and Fed’s Beige Book point to healthy economy.
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Retail Sales Soar
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WEEK ENDING 10/18/2024 US economy remains resilient. The Fed stays on an easy path. Theory time: election and yield curve edition.
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Market Optimism
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WEEK ENDING 10/4/2024 The monthly jobs release was a surprise. The municipal market participants must have missed work on Friday. Longshoremen are back to work after a 3-day work stoppage.
“Goldilocks” balance
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WEEK ENDING 9/27/2024 Fed achieves “Goldilocks” balance. US economy continues to expand. FOMC forecasts a neutral rate of just under 3%.
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Surprise! A Wild Week
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WEEK ENDING 9/20/2024 Fed “recalibrates” and cuts rate range by -0.50%. BOO! Halloween and the “Cash Trap” are approaching. Muni and Treasury curves steepen. Is this the beginning of the long road to...
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Will it be 25 or 50?
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WEEK ENDING 9/13/2024 Fed’s big week: is it a rate cut of 25 or 50 basis points? August’s CPI and PPI releases confirm stable inflation trend. Muni and Treasury curves maintain “un-inversion”; long...
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All Eyes On The Fed And Stock Market
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WEEK ENDING 9/6/2024 We remember: This week marks the 23rd anniversary of 9/11. What a week: All eyes are on the Fed and the stock market. We hope everyone had an enjoyable Labor Day holiday.
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The Time Has Come
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WEEK ENDING 8/23/2024 Powell: “The time has come” for a rate cut. Dis-inversion of the municipal curve. Money market funds still seeing cash inflows.