Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
October ended with a sharp reminder that a month can look very different by its final trading day. A late selloff left the S&P 500 down 0.93% for October and
While U.S. midterm elections take place every two years, the “midterm cycle” only truly takes place in the years between presidential elections. This interim election year provides a unique story,
September turned the page from waiting to acting. Following August’s stock-market rebound, investors faced a more complicated inflation picture: the August consumer price report showed a faster monthly increase, driven
July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war in the Strait of Hormuz that had already pushed crude
As the conflict between the U.S. and Iran wages on, its impact on oil prices proves continuously relevant to market volatility and the future for inflation. July saw the U.S.
Investors, politicians, and TV talking heads all talk about “the market,” but what does that phrase really mean? To start, there are different markets for investments—a stock market, a bond
The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a continuous “dual blockade” in the Persian Gulf and direct military
The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be on tenuous ground. The equity markets, responding in part to
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