---
title: City Different Investments Blog | Week In Review (4)
description: Week In Review | City Different Investments Insights Blog (4)
---

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# Insights Blog

News, insights and thought leadership from **the City Different team.**

##### FEATURED POSTS

[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

 September 24, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm)

## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

[Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly)

There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a...

[Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai)

 September 15, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm)

## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai)

![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) 

[Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne)

When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re...

[Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds)

 September 08, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income)

## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds)

![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) 

[Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh)

The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary...

[Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds)

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[![](https://blog.citydifferentinvestments.com/hubfs/iStock-2184113161.jpg)](https://blog.citydifferentinvestments.com/weekly-update.3.3)

 March 03, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Markets Hate Uncertainty](https://blog.citydifferentinvestments.com/weekly-update.3.3)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 2/28/2025

[Read](https://blog.citydifferentinvestments.com/weekly-update.3.3)

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[![](https://blog.citydifferentinvestments.com/hubfs/iStock-1927700671.jpg)](https://blog.citydifferentinvestments.com/weekly-update.2.24)

 February 24, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Tariffs Dominate](https://blog.citydifferentinvestments.com/weekly-update.2.24)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 2/21/2025 Tariffs continue to dominate headlines. Fed remains in wait-and-see mode. Sentiments and housing data skew negative.

[Read](https://blog.citydifferentinvestments.com/weekly-update.2.24)

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[![](https://blog.citydifferentinvestments.com/hubfs/Sticky%20Inflation.jpg)](https://blog.citydifferentinvestments.com/weekly-update.2.18)

 February 18, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Sticky Inflation](https://blog.citydifferentinvestments.com/weekly-update.2.18)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.2.18)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(41).png)](https://blog.citydifferentinvestments.com/weekly-update.2.10)

 February 10, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Eagles Soar While Treasury Yields Dip](https://blog.citydifferentinvestments.com/weekly-update.2.10)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.2.10)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(39).png)](https://blog.citydifferentinvestments.com/weekly-update.2.3.25)

 February 03, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Beware the Investing Whiplash](https://blog.citydifferentinvestments.com/weekly-update.2.3.25)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.2.3.25)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(38).png)](https://blog.citydifferentinvestments.com/weekly-update.1.27)

 January 27, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Higher Interest Rates and Looming Tariffs?](https://blog.citydifferentinvestments.com/weekly-update.1.27)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.1.27)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(37).png)](https://blog.citydifferentinvestments.com/weekly-update.1.21)

 January 20, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [A New Administration Begins](https://blog.citydifferentinvestments.com/weekly-update.1.21)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 1/17/2025 CPI report dilutes jobs report, for now A new administration began Monday Prepare for volatility

[Read](https://blog.citydifferentinvestments.com/weekly-update.1.21)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(36).png)](https://blog.citydifferentinvestments.com/weekly-update.1.13)

 January 13, 2025 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Job Numbers and Looming Fiscal Uncertainties](https://blog.citydifferentinvestments.com/weekly-update.1.13)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.1.13)

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[![](https://blog.citydifferentinvestments.com/hubfs/iStock-1642264623.jpg)](https://blog.citydifferentinvestments.com/weekly-update.12.13)

 December 16, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [From Yield Rallies to Year-End Reflections](https://blog.citydifferentinvestments.com/weekly-update.12.13)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.12.13)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(34).png)](https://blog.citydifferentinvestments.com/weekly-update.12.6)

 December 09, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [We're Back! And so is the Economy](https://blog.citydifferentinvestments.com/weekly-update.12.6)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.12.6)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(33).png)](https://blog.citydifferentinvestments.com/weekly-update.11.25)

 November 25, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [An Inflation Lull](https://blog.citydifferentinvestments.com/weekly-update.11.25)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.11.25)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(32).png)](https://blog.citydifferentinvestments.com/weekly-update.11.18)

 November 18, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Sitting, Waiting, Wishing...](https://blog.citydifferentinvestments.com/weekly-update.11.18)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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

[Read](https://blog.citydifferentinvestments.com/weekly-update.11.18)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(31).png)](https://blog.citydifferentinvestments.com/weekly-update.11.12)

 November 12, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Red Wave's Impact on the Economy](https://blog.citydifferentinvestments.com/weekly-update.11.12)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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%

[Read](https://blog.citydifferentinvestments.com/weekly-update.11.12)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(29).png)](https://blog.citydifferentinvestments.com/weekly-update.11.4)

 November 04, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Dive Into the Polls](https://blog.citydifferentinvestments.com/weekly-update.11.4)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday

[Read](https://blog.citydifferentinvestments.com/weekly-update.11.4)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(28).png)](https://blog.citydifferentinvestments.com/weekly-update.10.28)

 October 28, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Next 240 Hours](https://blog.citydifferentinvestments.com/weekly-update.10.28)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.10.28)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(27).png)](https://blog.citydifferentinvestments.com/weekly-update.10.21)

 October 21, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Retail Sales Soar](https://blog.citydifferentinvestments.com/weekly-update.10.21)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 10/18/2024 US economy remains resilient. The Fed stays on an easy path. Theory time: election and yield curve edition.

[Read](https://blog.citydifferentinvestments.com/weekly-update.10.21)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(25).png)](https://blog.citydifferentinvestments.com/weekly-update.10.4)

 October 07, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Market Optimism](https://blog.citydifferentinvestments.com/weekly-update.10.4)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.10.4)

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[![](https://blog.citydifferentinvestments.com/hubfs/3bowls-Balance_linked-in.jpg)](https://blog.citydifferentinvestments.com/weekly-update.9.27-1)

 September 30, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [“Goldilocks” balance](https://blog.citydifferentinvestments.com/weekly-update.9.27-1)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 9/27/2024 Fed achieves “Goldilocks” balance. US economy continues to expand. FOMC forecasts a neutral rate of just under 3%.

[Read](https://blog.citydifferentinvestments.com/weekly-update.9.27-1)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(23).png)](https://blog.citydifferentinvestments.com/weekly-update.9.20)

 September 23, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Surprise! A Wild Week](https://blog.citydifferentinvestments.com/weekly-update.9.20)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.9.20)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(22).png)](https://blog.citydifferentinvestments.com/weekly-update.9.13)

 September 16, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Will it be 25 or 50?](https://blog.citydifferentinvestments.com/weekly-update.9.13)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.9.13)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(21).png)](https://blog.citydifferentinvestments.com/weekly-update.9.6)

 September 09, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [All Eyes On The Fed And Stock Market](https://blog.citydifferentinvestments.com/weekly-update.9.6)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.9.6)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(20).png)](https://blog.citydifferentinvestments.com/weekly-update.8.26)

 August 26, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Time Has Come](https://blog.citydifferentinvestments.com/weekly-update.8.26)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.8.26)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(19).png)](https://blog.citydifferentinvestments.com/weekly-update.8.16)

 August 19, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Another Turkey Drop?](https://blog.citydifferentinvestments.com/weekly-update.8.16)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/16/2024 Won’t you please come to Chicago for the Democratic National Convention? Or please come to Jackson Hole for a sign. “As God is my witness, I thought turkeys could fly.”

[Read](https://blog.citydifferentinvestments.com/weekly-update.8.16)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(18).png)](https://blog.citydifferentinvestments.com/weekly-update.8.12)

 August 12, 2024 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Diversification Matters](https://blog.citydifferentinvestments.com/weekly-update.8.12)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/9/2024 Diversification matters The market’s implied probabilities of future events are often wrong We’ll miss the 2024 Olympics – sure beats politics

[Read](https://blog.citydifferentinvestments.com/weekly-update.8.12)

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