News, insights and thought leadership from the City Different team.
"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
WEEK ENDING 2/2/2024 Fed takes March easing off the table, and the market buries it. Friday’s jobs report does not reflect a slowing economy. Republicans and their pundits could be picking on the...
WEEK ENDING 1/26/2024 GDP and core PCE data trends in the right direction. Fed meets this week with no expectations of rate cuts. Hong Kong judge orders China’s Evergrande to liquidate.
WEEK ENDING 1/19/2024 Year-end wishful thinking dissolves, and it’s about time. Probabilities fade for significant March rate cuts. The voters of Iowa have spoken.
WEEK ENDING 1/12/2024 Treasury curve continues to steepen. Noisy CPI numbers for December; dovish PPI. What could go wrong in the economy? Municipal bonds heading into a challenging environment.
WEEK ENDING 1/5/2024 We hope everyone had great holidays! Fixed income and equity markets continued year-end rallies. Realism befalls the markets in the first days of 2024.
WEEK ENDING 12/15/2023 Holiday markets rally after turtle-dovish message from Fed. Fed hints tightening finished; cuts to come. Dot plot changes significantly. Happy holidays to you, and a fantastic...
WEEK ENDING 12/08/2023 Will Chairman Powell bring coal to the holiday party? The market has made the Fed’s job tougher! This week’s Fed meeting and inflation reports may add volatility to the holiday...
WEEK ENDING 12/01/2023 Chair Powell tries to calm fixed-income markets. 60% probability of a Q1 rate cut. Hostages released during last week's Israeli-Hamas cease-fire.
WEEK ENDING 11/17/2023 Fed’s dovish tone and positive inflation data knock yields off their peak. Government debt sales continue to climb. Happy Thanksgiving! “Thankfully,” we’re taking a pause from...
WEEK ENDING 11/10/2023 Moody’s moves US sovereign outlook to “negative.” Market participants’ outlooks and opinions mixed. Honoring our veterans.
WEEK ENDING 11/03/2023 A kinder, gentler Fed? Color us suspicious. A slowing jobs picture? What does it all mean for inflation?
WEEK ENDING 10/27/2023 Market focus shifting away from the Federal Reserve A primer on the tension between monetary and fiscal policies Return of the soft landing v. hard landing debate
