Ryan J. Lehman
Wednesday, September 7, 2022

August’s sell off was largely influenced by Chairman Jerome Powell’s comments at the Fed’s Jackson Hole Symposium on August 26th. While he mentioned that the Fed’s future policy decisions would be data dependent, his overall tone was generally hawkish…

Ryan J. Lehman
Tuesday, August 9, 2022

Both equity and fixed income markets rallied meaningfully in July, as the “bad news is good news” mindset encouraged investors to re-embrace risk assets. We say “bad news is good news” because other than the hope that the Fed will slow their pace of…

Ryan J. Lehman
Friday, July 8, 2022

With inflation, rising rates, and now recession fears weighing on the minds of investors, 2022 has gotten off to quite a volatile start. For U.S. stocks, which declined by -19.96%, 2022 has been their third worst start to a calendar year in nearly 100…