Recent News and Insights
Market Commentary: September 23, 2026
The Federal Reserve's latest rate hike was not simply about inflation. Chairman Kevin Warsh’s reputation for independence was also on the line, with some experts calling the Fed’s policy move a “credibility hike.” Without the overwhelming pressure of market expectations, would the Fed still have tightened interest rates?
Economists want Warsh to share more on his view of the economy at Jackson Hole, says CNBC survey
CNBC - Responding to the CNBC Fed Survey, John Donaldson, Vice President, Director of [...]
Market Commentary: August 27, 2026
Last week’s earnings results from several major retailers gave an important fresh look into how U.S. consumers may be feeling—and spending. The major retailers generally confirmed the view of steady consumer spending, reporting solid results. However, as expected, there were some signs of consumers becoming more cautious.
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Geopolitical Shock, Market Resilience Geopolitical events have historically [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com What the Iran Conflict Means for Markets This [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com SaaS-pocalypse The S&P 500 has traded essentially flat [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Realpolitik and Populism Set the Stage for 2026 President Trump [...]
Looking Ahead to 2026 In this year's Annual Outlook, our research and executive leaders [...]
Thomas Bayer, Jr., CFP®, MT Senior Wealth Planner One of the greatest gifts or [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Entering 2026 with Economic Momentum We are seeing [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Confidence Low, Spending High - Navigating a K-Shaped [...]
