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inflation

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4Q24 CIO Commentary

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4Q24 CIO Commentary

The Fed cuts again, long-term rates rise again, markets brace for Trump 2.0, political turmoil overseas, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q24 CIO Commentary

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3Q24 CIO Commentary

The rate cutting cycle begins in the US, China prepares fiscal and monetary stimulus, the situation in the Middle East deteriorates, the importance of flood insurance, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q3 CIO Commentary.

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2Q24 CIO Commentary

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2Q24 CIO Commentary

Chinese EVs, Nvidia stats, disinflation back on track, the federal debt, European elections, and the logic behind AlphaGlider’s contrarian positions. All this and more in AlphaGlider’s Q2 CIO Commentary.

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1Q24 CIO Commentary

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1Q24 CIO Commentary

Stalling disinflation, reaccelerating job growth, the end of Lost Decades, electrification, and tips for the new graduate. All this and more in AlphaGlider’s Q1 CIO Commentary.

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4Q23 CIO Commentary

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4Q23 CIO Commentary

The recession that never came, half of the world goes to the polls this year, Houthis sow havoc, and big tax rule changes coming quickly. All this and more in AlphaGlider’s Q4 CIO Commentary.