It’s All About the Data

This month’s hotter than anticipated CPI report and better than expected economic data is forcing markets to re-think the validity of the Fed’s view that the US economy is resilient and stronger than most believe.

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Crosscurrents: Yields and Spreads

You have by now likely heard someone say “credit spreads” are tight. This may seem totally reasonable to you, depending on whether you have been bracing for impact from one of the most historic rate hiking cycles in our lifetimes or not.

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Mismatch Between Fed and Market

The omnipresent battle between the Fed and market expectations continues to wage after the January FOMC meeting, despite explicit commentary from Powell pushing back against the likelihood of the rate cut cycle beginning in March.

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Welcome Cassie Kneen

Welcome Cassie Kneen   As we celebrate entering our sixth year, we are pleased to announce another great addition to the team - Cassandra Kneen is joining us as part of our Business Development group. Cassie joins us from Fidelis Capital where she most recently...

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2023 SCI Reflections

As we approach the close of another year, I find great value in reflecting on the past year. At the end of each year, I ask my team to dedicate time to reflect on the year and draft an email to share with the entire team. These reflections, whether centered on...

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Where do we go from here?

  Where Do We Go from Here?   This week’s FOMC meeting and inflation data set the stage for an everything rally in the markets with the market, once again, shifting sentiment. This time from the ‘higher for longer’ mindset to a ‘pause and pivot’ mindset....

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Thought Leadership