Recent News and Insights
2026 Fall Outlook
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
Market Commentary: September 2, 2026
The last week of August is typically reserved for holiday vacations and back-to-school prep. However, this August demanded investors’ attention as markets had no shortage of consequential news to process. Our key takeaway: the bull case, founded on capex-driven earnings growth, remains intact.
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 [...]
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Realpolitik and Populism Set the Stage for 2026 President Trump [...]
Thomas Bayer, Jr., CFP®, MT Senior Wealth Planner One of the greatest gifts or [...]
-
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Entering 2026 with Economic Momentum We are seeing [...]
-
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Confidence Low, Spending High - Navigating a K-Shaped [...]
-
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com AI, Speculation, and Market Fundamentals As of mid-November, market [...]
-
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Earnings Results Justify Lofty Multiples for Top Tech [...]
At Haverford, we take a multilayered approach to securing our digital assets, which may [...]
-
U.S. electricity prices have surged over the past year, outpacing inflation and highlighting structural challenges in the power sector. National costs are up 5% year-over-year on average, although this figure masks that some regions are feeling the pain more than others. Prices in New Jersey, for example, have risen 22% in the past year. The surge has led utility bills to become a primary topic in the state's ongoing Governor's race. According to the New York Times, "electricity is the new eggs".
