12.01.2025

The Asymmetry of Unemployment

A fundamental characteristic of U.S. labor markets is the pronounced asymmetry in unemployment dynamics, as joblessness rises anywhere from three…

11.24.2025

Don’t Call It a Comeback, Gold’s Been Here for Years

With gold now trading near $4,000 per ounce after a steady multi-year climb, investor attention has turned to the potential…

11.17.2025

Central Bank Examination

After a largely synchronized hiking cycle beginning in 2022, there has been a slight divergence in interest rate policies across…

11.10.2025

Assessing the Damage

Over the weekend, the Senate overcame a key procedural obstacle in its attempt to end the record-breaking government shutdown, as…

11.03.2025

No Small Headwind for Small-Cap Managers

Small-cap equities are in a prolonged period of underperformance relative to large-cap stocks, but this trend has shown early signs…

10.27.2025

Don’t Make Me Repeat Myself

To paraphrase a quote from former President George W. Bush: “Fool me once, shame on… shame on you. Fool me…

10.22.2025

3Q 2025 Market Insights

This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…

10.22.2025

The Calm Before the Storm?

I spent the past weekend at my alma mater to watch them play their biggest rival. Football weekends there are…

10.20.2025

Two Sentiments Diverged

This week’s chart compares institutional and retail investor sentiment using two established indicators. Institutional sentiment is represented by the National…

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