Cadre Asset Management

BIG NUMBER | 1.4%
Consumers Aren’t Sweating Higher Rates

Don’t underestimate the public’s willingness to shop—or how much their spending could help support stock prices.

The latest evidence: retail sales.
Read more → https://bit.ly/4rDfL1b

What considerations do you make when rates go up, are you more budget conscious or a consumer regardless of economic conditions?

DR's advice is, if you have a detailed budget and your future consumption is on the appropriate track then luxury goods can be considered, but patience is my biggest word when it comes to larger purchases and I tend to take advantage of the environment and deal more so than the need or desire goods.

What’s happening in the markets this week?

Get the latest perspective from our Investment Committee on key market and economic developments.

Take a look → https://bit.ly/4AHFPfT

As we head into the 4th Quarter of 2026, do you feel we will see unusual market conditions or have your expectations been met or at least not surprised by the economic data we are seeing?

BIG NUMBER | 2.59%
What Are Higher Yields Really Telling Us?

Investors worry that rising bond yields will hinder the economic and corporate profit growth that helps fuel stock market gains. But in today’s environment, we believe that higher rates don’t necessarily mean restrictive rates, nor do they necessarily signal market stress.

What are your thoughts on holding bonds, are they worth having guardrails in place or have they become an uncertain asset allocation?

Continue reading → https://bit.ly/4ycXbj5

The latest Weekly Market Perspective is here!

Check out the latest insights from our Investment Committee on current financial market and economic developments by clicking here → https://bit.ly/4hbVyMB

AI & You in 2027

What platforms do you like?

The President of Cadre David Ryan uses Grok, what are your thoughts on that platform?

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

Please comment where you land on these statistics, we are curious to test a theory we have based on trend analysis.

BIG NUMBER | 29.4%
A Fundamental Firm Foundation

Earnings continue to set records. With nearly 90% of S&P 500 Index companies having reported second-quarter earnings, the bottom line has surprised by over 29% thus far compared to analyst estimates. Among the forces supporting recent stock market gains, strong earnings provide a solid foundation.

Continue reading → https://bit.ly/3SfBWgT

The latest Weekly Market Perspective is here!

Check out the latest insights from our Investment Committee on current financial market and economic developments by clicking here → https://bit.ly/4xUTlL1