DIASTOLE ECONOMIC AND MARKET COMMENT

April 21, 2025   Taxes or extension filed? Check.  Daffodils everywhere in my yard? Check.  Dairy Queen open? Check.   Other news? Well, stock markets were disappointing again last week, while Treasury and other bond prices rose slightly. That last is very good news,...

DIASTOLE ECONOMIC AND MARKET COMMENT

April 14, 2025   It’s weird when the biggest news on an April 14th is not the panicked realization that tax day is tomorrow. This year, that’s not even top five.   Crazy stock market turbulence is probably first, although maybe bond markets should be. And even though...

DIASTOLE ECONOMIC AND MARKET COMMENT

In order for me to help you understand what’s happening in markets lately, I think I would have to set this letter on fire and put it in your mailbox. But we use email (much safer) and so I think I’ll go with one of my father’s favorite aphorisms: “Aside from that...

DIASTOLE ECONOMIC AND MARKET COMMENT

“May you live in interesting times,” was my favorite Chinese curse when I was twelve. And despite its being English in origin, and not exactly a curse, it remains a favorite. But a little too on the nose today, perhaps? We sit in between the economic news releases of...

DIASTOLE ECONOMIC AND MARKET COMMENT

Spring is here! And with it all of the uncertainty surrounding upcoming April tariffs, possibly-transitory inflation, and daffodils! Yay! And it wouldn’t be spring without the Federal Reserve’s mid-March meeting, which in this case resulted in NO change to the...