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  • Markets Climb the Wall of Worry, but What’s Next?
    Macroeconomics, Markets Update, Quarterly Commentary

    Markets Climb the Wall of Worry, but What’s Next?

    October 8, 2025

    Following a volatile first half of the year due to policy uncertainty, the financial markets and the U.S. economy have delivered surprising strength and resilience.…

    Read more: Markets Climb the Wall of Worry, but What’s Next?
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  • Uncategorized
  • It Finally Happened.
    Macroeconomics, Markets Update, Quarterly Commentary

    It Finally Happened.

    October 9, 2024

    For the first time in more than four years, the Federal Reserve cut rates at their…

    Read more: It Finally Happened.
  • 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
  • Will the Elections Cause a Slowdown?
    Macroeconomics, Markets Update, Quarterly Commentary

    Will the Elections Cause a Slowdown?

    July 10, 2024

    Not only is 2024 an election year in the U.S. but national elections are being held…

    Read more: Will the Elections Cause a Slowdown?
  • 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…
  • Is this time different?
    Macroeconomics, Markets Update, Quarterly Commentary

    Is this time different?

    October 12, 2023

    The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…

    Read more: Is this time different?
  • 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
  • Resiliency Reigns…For Now
    Macroeconomics, Quarterly Commentary

    Resiliency Reigns…For Now

    July 21, 2023

    The arduous road to stable prices from high inflation and the threat of a U.S. recession…

    Read more: Resiliency Reigns…For Now
  • Where is the Recession?
    Macroeconomics, Quarterly Commentary

    Where is the Recession?

    May 4, 2023

    The economy remained resilient throughout the quarter despite fairly significant headwinds. The widely anticipated recession has…

    Read more: Where is the Recession?
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