IMPORTANT DISCLOSURES
1 Green bond issuance dives almost a third amid climate backtracking.
2 Source: New York Times, September 16, 2025.
3 Climate Bonds Initiative, data as of July 2025.
4 Source: New York Times, September 16, 2025.
5 HSBC Green Bond Market Update, July 2025.
6 Data as of 9/30/2024.
This is not an offer to buy...
Flashing Green Light – Anchored by a Dovish Fed
SUMMARY
The Fed is on the investor’s side, taking a dovish stance to stabilize the labor market.
The Trend remains positive, creating additional opportunities for US stocks to make new all-time highs.
The Crowd’s neutral stance signals opportunistic...
As expected, the Fed cut rates at its September FOMC meeting, lowering the funds target range by 25 basis points – at 4.00% to 4.25% – after holding steady since December. The decision reflected recent weakness in labor markets, sparking concern over a growth slowdown...
Looking for a reason to consider adding exposure to the China healthcare sector to your portfolio?
Now may actually be a very good time to do so. Earlier in September, the South China Morning Post reported that China’s healthcare sector has seen about $10.6...
The yield on the 10-year note ended September 26, 2025 at 4.20%. Meanwhile the 2-year note ended at 3.63% and the 30-year note ended at 4.77%.
The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...
FaST (Few Sentence Takeaway): The headlines of Russian oil sanctions and NATO participation are flying around after President Trump suggested new sanctions/tariffs were ready to go. Critically, there is already a mechanism in place to execute the plan. Far from undoable, the sanctions could be...