Macroeconomic Update: Growth Remains Resilient as Inflation Simmers             

Following a period of above-trend growth through the second and third quarters of 2025, economic momentum…

After the government shutdown in Q4 2025 delayed the release of several economic data points, we…

GDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised…

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

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

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

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

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

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