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Shutdown fogs moment of clarity
The prospects of a prolonged government shutdown have let the fog roll back in on investors’ uncertainty over rates.
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Past Articles

Changing calendar doesn’t change story
“Every new year begins with a host of questions. For 2024, those questions center around some common themes.”
2023 Investment Outlook Seminar
The first in-person Investment Outlook Seminar in four years is now a Money Talk Video, featuring Bob Landaas, Kyle Tetting and Dave Sandstrom. […]
2023 Investment Outlook Seminar Quiz
Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]
Skating through the latest uncertainty
By Kyle Tetting Amid strong returns through July, investors have finally felt weakness in the past couple of months as the looming shutdown returned uncertainty to the economic outlook. Taking a pause in the run-up is healthy, allowing investors to reassess positioning. But it also challenges investors who benefitted from heavier equity exposure earlier in the year. […]

Implementing data, cultivating outlook
“Some of the most rewarding periods for investors have come alongside the need for meaningful problem solving.”
How to respond to the calm of summer
By Kyle Tetting The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]