Recent News and Insights
Fed to still cut rates this year, even as high oil prices spark an uptick in inflation: CNBC Fed Survey
CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
Market Commentary: March 17, 2026
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Geopolitical Shock, Market Resilience Geopolitical events have historically [...]
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 [...]
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Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com AI, Speculation, and Market Fundamentals As of mid-November, market [...]
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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 [...]
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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".
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The S&P 500 hit an all-time high six days into a government shutdown. It seems nothing will slow this market down as long as three critical ingredients are in place: 1) easing monetary policy, 2) strong earnings growth, and 3) AI optimism. At least for now, weaker employment data, geo-politics, and weak consumer sentiment just doesn't matter.
