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2025: The Year of Extreme Volatility, More in 2026?
Read more: 2025: The Year of Extreme Volatility, More in 2026?As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall Street was cautiously optimistic about…
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Markets Climb the Wall of Worry, but What’s Next?
Read more: Markets Climb the Wall of Worry, but What’s Next?Following a volatile first half of the year due to policy uncertainty, the financial markets and…
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Macroeconomic Update: Rates Down, Inflation Up
Read more: Macroeconomic Update: Rates Down, Inflation UpGDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised…
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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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Where Do We Go from Here?
Read more: Where Do We Go from Here?The second quarter started with a BANG as extreme volatility took hold in response to the Liberation…
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The Global Economy: Shrouded in Uncertainties and Tariffs
Read more: The Global Economy: Shrouded in Uncertainties and TariffsPresident Trump started his second term with a barrage of executive orders (over 100 since the…
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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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U.S. Economic Growth Continues but Uncertainties Remain
Read more: U.S. Economic Growth Continues but Uncertainties RemainThe dawn of 2024 started with tremendous uncertainty. An economic recession was nearly a foregone conclusion,…
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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.…
