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  • Macroeconomic Update: Growth Surprised to the Upside
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Growth Surprised to the Upside

    January 8, 2026

    After the government shutdown in Q4 2025 delayed the release of several economic data points, we now know real Q3 2025 GDP growth was stronger…

    Read more: Macroeconomic Update: Growth Surprised to the Upside
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  • Macroeconomic Update: Resiliency Remains
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Resiliency Remains

    July 9, 2025

    After a surge of imports led to GDP contraction of -0.5% in Q1 2025, Q2 looks…

    Read more: Macroeconomic Update: Resiliency Remains
  • Macroeconomic Update: Reduced Visibility Ahead
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Reduced Visibility Ahead

    April 9, 2025

    Entering 2025, we questioned whether the economy could continue to be resilient or if we were…

    Read more: Macroeconomic Update: Reduced Visibility Ahead
  • Macroeconomic Update: Inflation, the Great Unknown
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Inflation, the Great Unknown

    January 22, 2025

    What will the economy look like in 2025? That is the great question that faces us.…

    Read more: Macroeconomic Update: Inflation, the Great Unknown
  • Macroeconomic Update – What’s Next for Rates?
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update – What’s Next for Rates?

    January 18, 2025

    Much of 2023 saw markets continue to be consumed by the level and trend in inflation.…

    Read more: Macroeconomic Update – What’s Next for Rates?
  • Macroeconomic Update: Sustained Growth Despite Uncertainty
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Sustained Growth Despite Uncertainty

    October 9, 2024

    Elevated interest rates, stubborn inflation, geopolitical risks, a contentious election cycle, and labor strikes have all…

    Read more: Macroeconomic Update: Sustained Growth Despite Uncertainty
  • Macroeconomic Update: Slowing, not Stalling
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Slowing, not Stalling

    July 10, 2024

    Persistent strength has been the hallmark of the economy over the past 12 months. Despite the…

    Read more: Macroeconomic Update: Slowing, not Stalling
  • Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…

    April 12, 2024

    According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of…

    Read more: Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
  • Macroeconomic Update: Surprise, Surprise, Surprise
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Surprise, Surprise, Surprise

    October 12, 2023

    When it comes to economic data in 2023, upside surprises have been the name of the…

    Read more: Macroeconomic Update: Surprise, Surprise, Surprise
  • Macroeconomic Update – 1st Quarter, 2023
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update – 1st Quarter, 2023

    May 4, 2023

    Coming into the first quarter of 2023, we anticipated that inflation would continue to be the…

    Read more: Macroeconomic Update – 1st Quarter, 2023
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