07
Sep
September Market Outlook
Markets are currently pricing in a 92% probability of a 25bps rate cut at the upcoming September 17th FOMC meeting.
6 min read
Michael Harbin
24
Aug
Jackson Hole to Trigger Extended Rally
The labor market squeeze has finally shifted the Fed’s stance on the probability of rate cuts at the upcoming
9 min read
22
Aug
Q4 Game Plan & Outlook
We’re about 45 days from the close of Q3 and roughly a month away from the next FOMC decision
15 min read
20
Aug
Is the AI Bubble Going to Pop?
The defining market story of the past two years has been the AI trade. We’ve witnessed historic runs across
6 min read
12
Aug
Risk-On vs. Risk-Off: Where are we now?
Markets have been red hot through the mid-part of 2025, setting multiple new highs across a variety of asset classes.
17 min read
08
Aug
Past Performance & 2024 Newsletters
Looking Back to See Ahead: Lessons From Our 2024 Newsletters
When we revisit the newsletters sent to clients throughout 2024,
6 min read
08
Aug
Stock Market Update & Economic Outlook - Issue No. 1
2025 has been a year of dramatic swings thus far across many asset classes. We’ve experienced an historic drawdown
20 min read
07
Aug
Welcome to The Grosvenor Perception
Why This Newsletter Exists
The Grosvenor Perception was created with one mission:
To uncover the highest-probability opportunities in the stock
5 min read