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 [...]
Hank Smith welcomes Tom Burgoyne, entertainer, author, public speaker, and best known as the Phillie Phanatic’s “best friend,” for a conversation about leading with love, finding your passion and tales of Philly’s favorite mascot.
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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 [...]
Hank Smith welcomes Dr. Americus Reed, the Whitney M. Young Jr. Professor of Marketing at the University of Pennsylvania's Wharton School, for a conversation about the intersection of marketing, brand identity and the economy.
Hank Smith welcomes Tom Kehoe, Founder and President of Yards Brewing Company, for an engaging conversation about entrepreneurship, navigating market changes and competition, and building community.
Hank Smith hands over the mic to Tim Hoyle, Haverford’s Chief Investment Officer, for a discussion with Dan Clifton, Partner and Head of Washington Policy Research for Strategas Securities, on the government policies that may impact the economy and financial markets in 2026.
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Realpolitik and Populism Set the Stage for 2026 President Trump [...]
