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Archive

Thoughts On ... The Song Remains the Same-ish

December 15, 2023 |Matt Barasch

2023/2024: The Song Remains the Same-ish We came into 2023 with a cautiously optimistic outlook. We would summarize our views as the following: We felt that the first half of the year was likely to be weak for stocks, but that the second half of the year...

Black Friday spending surprised to the upside despite a softening macro backdrop

December 11, 2023 |Carrie Freestone

Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...

Where are markets and the dollar headed?

Despite some recent weakness, stocks are up sharply from the December, 2018 lows. We have a lively discussion about where we go from here, what some of the biggest risks are, and some of the biggest issues on clients' minds.