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Macroeconomic Update: Growth Surprised to the Upside
Read more: Macroeconomic Update: Growth Surprised to the UpsideAfter the government shutdown in Q4 2025 delayed the release of several economic data points, we now know real Q3 2025 GDP growth was stronger…
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Macroeconomic Update: Resiliency Remains
Read more: Macroeconomic Update: Resiliency RemainsAfter a surge of imports led to GDP contraction of -0.5% in Q1 2025, Q2 looks…
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Macroeconomic Update: Reduced Visibility Ahead
Read more: Macroeconomic Update: Reduced Visibility AheadEntering 2025, we questioned whether the economy could continue to be resilient or if we were…
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Macroeconomic Update: Inflation, the Great Unknown
Read more: Macroeconomic Update: Inflation, the Great UnknownWhat will the economy look like in 2025? That is the great question that faces us.…
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Macroeconomic Update – What’s Next for Rates?
Read more: Macroeconomic Update – What’s Next for Rates?Much of 2023 saw markets continue to be consumed by the level and trend in inflation.…
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Macroeconomic Update: Sustained Growth Despite Uncertainty
Read more: Macroeconomic Update: Sustained Growth Despite UncertaintyElevated interest rates, stubborn inflation, geopolitical risks, a contentious election cycle, and labor strikes have all…
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Macroeconomic Update: Slowing, not Stalling
Read more: Macroeconomic Update: Slowing, not StallingPersistent strength has been the hallmark of the economy over the past 12 months. Despite the…
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Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
Read more: Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of…
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Macroeconomic Update: Surprise, Surprise, Surprise
Read more: Macroeconomic Update: Surprise, Surprise, SurpriseWhen it comes to economic data in 2023, upside surprises have been the name of the…
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Macroeconomic Update – 1st Quarter, 2023
Read more: Macroeconomic Update – 1st Quarter, 2023Coming into the first quarter of 2023, we anticipated that inflation would continue to be the…




