Beaumont Capital Management
As the Fed Provides a Clearer Fiscal Policy Roadmap, Our Models Signal for Less Risk: 3Q24 Market Review
Markets broadened as anticipated. After the strong rally, our investment models advise a reduction in risk-appetite.
With the Fed Cutting Rates, What Is the Outlook for Future Mortgage Rates?
Last week marked the beginning of the end of one of the most rapid interest rate hiking cycles in U.S. history.
What Is the Yield Curve Telling Us?
The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it.
1Q 19 Market Commentary
What a difference three months can make! Today, the bear has run back into its cave, the Fed has turned dovish, interest rates have plummeted, and stock markets have mostly recovered.
Are you wearing rose colored glasses? Take them off and you may see Bifurcated Markets, Tariffs...
Over the past year we’ve started to wonder whether U.S. investors are beginning to view the world through a pair of rose colored glasses. If one doesn’t look too critically and restricts their gaze to the U.S. alone, they’d certainly see a “rosy” picture.
