Published September 19, 2025
The Federal Reserve’s long-awaited interest rate cut happened this week. Below, we provide thoughts from Delta Research on the rationale behind the rate cut and prospects for markets now that it has occurred. (more…)
stock buybacks
Supportive Market Forces
Published May 17, 2024
Below we catch up with our friends at Delta Research. Their recent comments have covered inflation, the Fed, stock buybacks, and the Misery Index. Enjoy! (more…)
Finding Fuel for a Future Rally
Published February 11, 2022
In the face of a fair amount of gloom as the stock market continues struggling to find traction, we turn to a positive piece from our friends at DIM. They walk through some of the supports for the stock market that, over time, might provide some lift once interest rate outlooks settle down. (more…)