Archive - TMC Research

Cut or Hold? Fed’s December Decision Hangs On A Divided Outlook

By James Picerno | The Milwaukee Company

Nov 13 •

TMC Research | Macro-Markets

Market Peaks vs. Troughs: Timing Risk, Return Premiums, and the Healing Power of Time

By James Picerno | The Milwaukee Company

Nov 11 •

TMC Research | Macro-Markets

Macro Fog Thickens, But Market Sentiment Still Points to Another Rate Cut

By James Picerno | The Milwaukee Company

Nov 7 •

TMC Research | Macro-Markets

Think All Small-Cap Funds Are Alike? Think Again

By James Picerno | The Milwaukee Company

Nov 5 •

TMC Research | Macro-Markets

October 2025

Forecasting Bond Fund Returns In A Post-2021 Regime Isn’t Getting Any Easier

By James Picerno | The Milwaukee Company

Oct 31 •

TMC Research | Macro-Markets

The Bond Market Is Downplaying Fiscal And Inflation Risks, Focusing On Rate Cuts And Softer Economic Growth

By James Picerno | The Milwaukee Company

Oct 29 •

TMC Research | Macro-Markets

Markets Price In Another Fed Rate Cut Next Week, But Friday's Delayed Inflation Report Could Muddy The Waters

By James Picerno | The Milwaukee Company

Oct 23 •

TMC Research | Macro-Markets

What Do Bond Market Drawdowns Tell Us About Diversification?

By James Picerno | The Milwaukee Company

Oct 21 •

TMC Research | Macro-Markets

Is Bitcoin’s Popularity Undermining Its Use For Hedging Stock Market Risk?

By James Picerno | The Milwaukee Company

Oct 16 •

TMC Research | Macro-Markets

5 Trend Indicators For Deciding If The Bull Market Is Breaking Down

By James Picerno | The Milwaukee Company

Oct 15 •

TMC Research | Macro-Markets

Shutdown Threatens Next Week's Inflation Report, Making Fed's Job Harder

By James Picerno | The Milwaukee Company

Oct 10 •

TMC Research | Macro-Markets

When Stocks Sink, Who Swims? Comparing Performance Across Asset Classes During S&P 500 Selloffs

By James Picerno | The Milwaukee Company

Oct 8 •

TMC Research | Macro-Markets

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