---
title: City Different Investments Blog | Week In Review (5)
description: Week In Review | City Different Investments Insights Blog (5)
---

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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/Income%20Week%20And%20Review%20(17).png)](https://blog.citydifferentinvestments.com/weekly-update.8.5)

 August 05, 2024 |

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

## [Gold-medal Advice for Market Volatility](https://blog.citydifferentinvestments.com/weekly-update.8.5)

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

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

WEEK ENDING 8/2/2024 Welcome home, Paul Whelan, Evan Gershkovich, and Alsu Kurmasheva Paris took center stage… Until the jobs report spoiled the party, that is.

[Read](https://blog.citydifferentinvestments.com/weekly-update.8.5)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(16).png)](https://blog.citydifferentinvestments.com/weekly-update.7.29)

 July 29, 2024 |

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

## [Goldilocks](https://blog.citydifferentinvestments.com/weekly-update.7.29)

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

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

WEEK ENDING 7/26/2024 Goldilocks data before the Fed meets Wednesday GDP at 2.8% in Q2, thanks to strong consumer spending A brief overview of the Tax Cuts and Jobs Act

[Read](https://blog.citydifferentinvestments.com/weekly-update.7.29)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(15).png)](https://blog.citydifferentinvestments.com/weekly-update.7.22)

 July 22, 2024 |

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

## [Biden's Exit](https://blog.citydifferentinvestments.com/weekly-update.7.22)

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

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

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.7.22)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(13).png)](https://blog.citydifferentinvestments.com/weekly-update.7.15)

 July 15, 2024 |

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

## [Cooling Inflation](https://blog.citydifferentinvestments.com/weekly-update.7.15)

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

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

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.7.15)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(12).png)](https://blog.citydifferentinvestments.com/weekly-update.7.5.24)

 July 08, 2024 |

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

## [Debates](https://blog.citydifferentinvestments.com/weekly-update.7.5.24)

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

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

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update.7.5.24)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(11).png)](https://blog.citydifferentinvestments.com/weekly-update.6.24)

 June 24, 2024 |

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

## [Summer Heats Up](https://blog.citydifferentinvestments.com/weekly-update.6.24)

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

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

WEEK ENDING 6/21/2024 A midyear review of investment grade corporates Softening consumer data Happy Independence Day (a bit early)

[Read](https://blog.citydifferentinvestments.com/weekly-update.6.24)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(10).png)](https://blog.citydifferentinvestments.com/weekly-update.6.17)

 June 17, 2024 |

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

## [Higher-for-longer](https://blog.citydifferentinvestments.com/weekly-update.6.17)

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

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

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

[Read](https://blog.citydifferentinvestments.com/weekly-update.6.17)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(9).png)](https://blog.citydifferentinvestments.com/weekly-update.6.10)

 June 10, 2024 |

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

## [Landmark Election Year](https://blog.citydifferentinvestments.com/weekly-update.6.10)

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

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

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.

[Read](https://blog.citydifferentinvestments.com/weekly-update.6.10)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(8).png)](https://blog.citydifferentinvestments.com/weekly-update.6.3)

 June 03, 2024 |

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

## [The Unknown](https://blog.citydifferentinvestments.com/weekly-update.6.3)

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

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

WEEK ENDING 5/31/2024 “I just don’t know.” Municipal bond market underperforms prior to seasonal summer drought. 34–0

[Read](https://blog.citydifferentinvestments.com/weekly-update.6.3)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(7).png)](https://blog.citydifferentinvestments.com/weekly-update.5.20)

 May 20, 2024 |

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

## [The Receipts Are In](https://blog.citydifferentinvestments.com/weekly-update.5.20)

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

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

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....

[Read](https://blog.citydifferentinvestments.com/weekly-update.5.20)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(6).png)](https://blog.citydifferentinvestments.com/weekly-update.5.13)

 May 13, 2024 |

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

## [Calm Before the Economic Storm](https://blog.citydifferentinvestments.com/weekly-update.5.13)

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

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

WEEK ENDING 5/10/2024 Happy belated Mother's Day from all of us at City Different Investments. A very quiet week on the economic release front. Next week brings another look at CPI and PPI. Mike...

[Read](https://blog.citydifferentinvestments.com/weekly-update.5.13)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(5).png)](https://blog.citydifferentinvestments.com/weekly-update.5.6)

 May 06, 2024 |

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

## [The Pendulum Swings](https://blog.citydifferentinvestments.com/weekly-update.5.6)

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

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

WEEK ENDING 5/3/2024 Weekly rate volatility—markets tend to overreact. How do you unite Democrats and Republicans? A job nobody should want.

[Read](https://blog.citydifferentinvestments.com/weekly-update.5.6)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(4).png)](https://blog.citydifferentinvestments.com/weekly-update.4.29)

 April 29, 2024 |

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

## [Stubborn Inflation](https://blog.citydifferentinvestments.com/weekly-update.4.29)

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

WEEK ENDING 4/26/2024 Real GDP growth slower than expected at 1.6% for Q1. Core PCE for the year is unchanged at 2.8%. Market pushes the probability of rate cuts (if any) to the end of the year.

[Read](https://blog.citydifferentinvestments.com/weekly-update.4.29)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(2).png)](https://blog.citydifferentinvestments.com/weekly-update.4.22)

 April 22, 2024 |

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

## [A Week of High Supply](https://blog.citydifferentinvestments.com/weekly-update.4.22)

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

WEEK ENDING 4/19/2024 Resetting rate-cut expectations. 18 months of yield curve inversion. Will 10-year Treasury yields hit a 5% handle?

[Read](https://blog.citydifferentinvestments.com/weekly-update.4.22)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20(1).png)](https://blog.citydifferentinvestments.com/weekly-update.4.15)

 April 15, 2024 |

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

## [Is Now the Time for Bonds?](https://blog.citydifferentinvestments.com/weekly-update.4.15)

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

WEEK ENDING 4/12/2024 Hope springs eternal and dies hard. Equity market declines and rising Middle East tensions aid Treasury’s end-of-week recovery. Back to the future, at least in Arizona.

[Read](https://blog.citydifferentinvestments.com/weekly-update.4.15)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(36).png)](https://blog.citydifferentinvestments.com/weekly-update.4.8)

 April 08, 2024 |

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

## [Spring Showers and Tax Season](https://blog.citydifferentinvestments.com/weekly-update.4.8)

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

WEEK ENDING 4/5/2024 New support level for Treasury market with 10-year yields at 4.5%. Strong job numbers from Friday challenge rate cuts. April tax seasonality generally means outflow for money...

[Read](https://blog.citydifferentinvestments.com/weekly-update.4.8)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(35).png)](https://blog.citydifferentinvestments.com/weekly-update.3.22)

 March 25, 2024 |

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

## [Burning Down the House](https://blog.citydifferentinvestments.com/weekly-update.3.22)

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

WEEK ENDING 3/22/2024 We will not be publishing a Weekly Commentary next week. We wish you all a happy holiday! The Capitol Hill Greatest Hits: “Another One Bites the Dust” & “Burning Down the House”...

[Read](https://blog.citydifferentinvestments.com/weekly-update.3.22)

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 March 18, 2024 |

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

## [Surprising Inflation Numbers](https://blog.citydifferentinvestments.com/weekly-update.3.15)

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

WEEK ENDING 3/15/2024 • Higher than expected core CPI and PPI. • FOMC should leave rates unchanged on Wednesday. • What’s a better buy? A 3-year T-bill or a money market fund?

[Read](https://blog.citydifferentinvestments.com/weekly-update.3.15)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(32).png)](https://blog.citydifferentinvestments.com/weekly-update3.8)

 March 11, 2024 |

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

## [State of the Markets](https://blog.citydifferentinvestments.com/weekly-update3.8)

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

WEEK ENDING 3/8/2024 • Impressive employment numbers. • One year anniversary of Silicon Valley Bank’s failure. • Will the Muni-Treasury ratios come back to their historical averages?

[Read](https://blog.citydifferentinvestments.com/weekly-update3.8)

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[![](https://blog.citydifferentinvestments.com/hubfs/Unemployment.png)](https://blog.citydifferentinvestments.com/weekly-update3.1.24)

 March 04, 2024 |

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

## [Decoding Consumer Dilemmas in a Strong Economy](https://blog.citydifferentinvestments.com/weekly-update3.1.24)

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

WEEK ENDING 3/1/2024 • Core PCE meets expectations. • Fed Chair to testify before Congress this week. • Why is the consumer still unhappy?

[Read](https://blog.citydifferentinvestments.com/weekly-update3.1.24)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(31).png)](https://blog.citydifferentinvestments.com/weekly-update2.26)

 February 26, 2024 |

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

## [Slow and Steady Wins the Race](https://blog.citydifferentinvestments.com/weekly-update2.26)

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

WEEK ENDING 2/23/2024 • Fed speakers lay out slow-and-steady rate policy. • Market reprices 2024 rate cuts. • Where is the new terminal or neutral rate for fed funds?

[Read](https://blog.citydifferentinvestments.com/weekly-update2.26)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(30).png)](https://blog.citydifferentinvestments.com/weekly-update2.20)

 February 19, 2024 |

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

## [The Market Breaks Hearts](https://blog.citydifferentinvestments.com/weekly-update2.20)

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

WEEK ENDING 2/16/2024 Inflation does not move in a straight line. There is still a lot of cash sloshing around the system. Congress takes two-week vacation with foreign aid on their desks and...

[Read](https://blog.citydifferentinvestments.com/weekly-update2.20)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(29).png)](https://blog.citydifferentinvestments.com/weekly-update2.12)

 February 12, 2024 |

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

## [Dive Into Markets Adjusting and Repricing](https://blog.citydifferentinvestments.com/weekly-update2.12)

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

WEEK ENDING 2/9/2024 Fed still set on cutting rates this year despite strong economy and slowing inflation. Investment Grade Corporate Bond Market repricing to new rate cuts scenario. Banks expect...

[Read](https://blog.citydifferentinvestments.com/weekly-update2.12)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Fixed%20Income%20Week%20And%20Review%20(28).png)](https://blog.citydifferentinvestments.com/weekly-update2.5)

 February 05, 2024 |

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

## ["Shake it Off"](https://blog.citydifferentinvestments.com/weekly-update2.5)

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

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...

[Read](https://blog.citydifferentinvestments.com/weekly-update2.5)

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