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 10/20/2023 Chair Powell says inflation is too high, recommitting to a 2% target. “Slow” Joe Biden has a good week, garnering compliments from the unlikeliest sources. Jim Jordan taps out...
WEEK ENDING 10/13/2023 Rising geopolitical risk adds another consideration for the Federal Reserve. Supercore inflation is double the Fed's target. Yields rise in long end of the curve; tightens...
WEEK ENDING 10/6/2023 McCarthy ousted as inmates take over the asylum. Fixed-income yields continue to move higher; investors leave bond funds for the safety of money market funds. Is this the moment...
WEEK ENDING 9/29/2023 Government shutdown postponed until November 17. Will September PCE give Fed a reason to pause? September Muni yield backup led to underperformance; current yield attractive.
WEEK ENDING 9/22/2023 Fed reinforces “higher for longer.” Out with the new normal, in with the old. The House is burning.
WEEK ENDING 9/15/2023 A Fed meeting this Wednesday, but all eyes are on 2024. Brent crude prices could make for a scary Halloween. Is the US economy on a path to a soft landing?
WEEK ENDING 9/8/2023 Today is the 22nd anniversary of the Sept. 11 terrorist attacks; here are a few things we are thinking about today: This was the deadliest attack on U.S. soil in our nation’s...
WEEK ENDING 8/25/2023 Highlights of the week: The rodeo came to Jackson Hole last week. Important economic data is hitting this week. China's stimulus fails to get investors excited.
WEEK ENDING 8/18/2023 Highlights of the week: Treasury continues to bring big supply to the market. China has another real estate problem: a snake in Country Garden. This time, maybe it will be...
WEEK ENDING 8/11/2023 Highlights of the week: Inflation data mixed, with expectations of the Fed being on hold in September Treasury continues to bring big supply to the market China has a liquidity...
WEEK ENDING 8/4/2023 Highlights of the week: U.S. Government Bond rating downgraded to AA+ by Fitch — a tempest in a teapot. Treasury rates increased but not because of the downgrade. Former...
WEEK ENDING 7/28/2023 Highlights of the week: Fed hikes rates another 25 basis points putting policy range at 5.25% – 5.50%. Powell still focused on inflation that remains higher than 2% goal....
