Recent

The Obligatory Political Forecast

I've learned to hate "red stock / blue stock" narratives (too much time watching cement companies back in the Infrastructure Week days) but clients can't get enough. This piece from LPL is about as good as it gets right now.

What Comerica's Market Team Is Saying

Another bit of "competitive intelligence," this time from Comerica's investment and strategy team. This obviously came out the day before the Fed meeting so while the scenarios are good, it still reflects the fast-moving target that market commentary has become, especially in longer-form reports like this where one stale hypothetical can break the whole structure.