Making Sense Library

Explore our series library

Video
Monthly deep dives into markets and the economy

Every update provides a thorough, holistic review of markets and the economy and highlights key topics to consider in the month ahead.

Video
Your questions. Our expertise.

The Making Sense team answers client questions related to a range of relevant topics, including Fed policy, in-the-moment economic releases and corporate earnings.

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Dive into our investment strategy

Get a deeper understanding of the Capital Management Group's investment philosophy and how it guides their strategies during each quarter.

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Showing 1 - 4 of 4 results

Showing 1 to 4 of 4 results

Written Commentary
Key thoughts on markets and the economy

Basis Points is a monthly series designed to provide quick, easy-to-digest bullet points on the top issues facing markets and the economy.

March 11, 2026

Basis Points: Navigating uncertainty (PDF)

February 12, 2026

Basis Points: A noisy, but respectable start (PDF)

January 13, 2026

Basis Points: Staying focused (PDF)

November 10, 2025

Basis Points: Solid, not seamless (PDF)

October 8, 2025

Basis Points: The turnaround or the runaround? (PDF)

August 12, 2025

Basis Points: Keeping an Open Mind (PDF)

July 8, 2025

Basis Points: Still Standing (PDF)

June 11, 2025

Basis Points: Holding Pattern

May 6, 2025

Basis Points: Markets Rebound, Uncertainty Remains (PDF)

April 3, 2025

Basis Points: Markets React to New Tariff Turmoil (PDF)

March 12, 2025

Basis Points: Expected Volatility (PDF)

February 12, 2025

Basis Points: Balance of Risk (PDF)

January 14, 2025

Basis Points: Good News Travels Fast (PDF)

December 4, 2024

Basis Points: Testing the Tempo (PDF)

November 8, 2024

Basis Points: Riding the Waves (PDF)

October 8, 2024

Basis Points: Balancing Act (PDF)

September 10, 2024

Basis Points: A Normal Economy—If You Can Keep It (PDF)

August 6, 2024

Basis Points: Tougher Decisions (PDF)

Written Commentary
In-the-moment updates on financial news

Research-backed, data-driven commentary on timely market and economic topics—from Fed and economic policy coverage to quarterly market reviews.

March 19, 2026

Conflict in the Middle East: Interruption becomes disruption (PDF)

March 18, 2026

Fed policy stays neutral for now (PDF)

March 10, 2026

Conflict in the Middle East: Navigating headlines and portfolio positioning

March 4, 2026

Conflict in the Middle East: Navigating the first few days (PDF)

January 2, 2026

Q4 Quarterly Market Review (PDF)

December 19, 2025

2026 Market Outlook: Constructive, but cautious (PDF)

December 10, 2025

All eyes on incoming economic data after today's rate cut (PDF)

October 29, 2025

Fed lowers rates amid a less certain outlook (PDF)

October 1, 2025

Q3 Quarterly Market Review (PDF)

September 17, 2025

Fed Lowers Rates With a "Risk Management Cut" (PDF)

September 5, 2025

Weaker Job Growth, More Rate Cuts (PDF)

July 1, 2025

Q2 Quarterly Market Review (PDF)

April 23, 2025

Tariff Turmoil: Are Markets Reacting to Signal or Substance? (PDF)

April 16, 2025

Tariff Turmoil: The First Two Weeks (PDF)

April 16, 2025

The Four Cornerstones for Staying Invested

April 11, 2025

Tariff Turmoil: Weekly Recap (PDF)

April 10, 2025

Relief Deferred As Tariffs and Uncertainty Remain High (PDF)

April 9, 2025

Temporary Tariff Reprieve Drives Historic Market Equity Surge (PDF)

April 8, 2025

Tariff Uncertainty Continues to Drive Volatility (PDF)

April 7, 2025

Tariff Turmoil (PDF)

April 1, 2025

Q1 Quarterly Market Review (PDF)

March 19, 2025

Fed Acknowledges Higher Uncertainty (PDF)

February 5, 2025

Yield in a Time of Rate Cuts (PDF)

January 2, 2025

Q4 2024 Quarterly Market Review (PDF)

December 18, 2024

Rate Cut Today, Future Cuts Less Certain (PDF)

December 16, 2024

2025 Market & Economic Outlook (PDF)

November 4, 2024

Why Are Bond Yields Higher After the Fed's Rate Cut? (PDF)

October 4, 2024

Stronger Employment Data Revives Some Optimism (PDF)

October 1, 2024

Q3 Quarterly Market Review (PDF)

September 24, 2024

Stock Market Breadth Has Improved Since July (PDF)

September 18, 2024

Fed Cuts Overnight Rate by 0.50% (PDF)

September 6, 2024

Cautious Waiting Ahead of Fed Meeting (PDF)

September 3, 2024

US Stock Market Performance Following Drawdowns (PDF)

August 14, 2024

July Consumer Price Index (PDF)

August 2, 2024

Loud Market Reaction to Weakening Employment Data (PDF)

July 31, 2024

Fed Widens the Door for September Rate Cut (PDF)

July 11, 2024

June Consumer Price Index (PDF)

July 1, 2024

Q2 2024 Quarterly Market Review (PDF)

June 28, 2024

Ripples in US Consumer Spending (PDF)

June 12, 2024

Cooler Inflation Encourages Markets, but Fed Still Cautious (PDF)

June 7, 2024

Labor Market Keeps Fed Focused on Inflation (PDF)

May 24, 2024

Labor Market Softening (PDF)

May 15, 2024

April Consumer Price Index (PDF)

May 1, 2024

First Rate Cut Not Likely Until Late Fall (PDF)

April 29, 2024

Fundamentals Over Headlines (PDF)

April 10, 2024

March Consumer Price Index (PDF)

April 1, 2024

Q1 2024 Quarterly Market Review (PDF)

March 29, 2024

Market Breadth Improves (PDF)

March 20, 2024

Rates Unchanged for Now (PDF)

February 29, 2024

CEO Confidence Trending Positive (PDF)

February 13, 2024

January Consumer Price Index (PDF)

January 31, 2024

No Rate Change, but Fed Sets Tone for Rate Cuts in 2024 (PDF)

January 26, 2024

Equities and Elections: What to Expect in 2024 (PDF)

January 3, 2024

Q4 2023 Quarterly Market Review (PDF)

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