US effective tariff rate over time

March 2025

March 31, 2025 |R. Matthew Lauer

Measured Response

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Sentiments Dull Over Tarrifs

February 2025

February 28, 2025 |R. Matthew Lauer

Market Divergence

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Long rates have disconnected from short rates recently

January 2025

January 31, 2025 |R. Matthew Lauer

Onward & Upward

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Happy Holidays

December 2024

December 31, 2025 |R. Matthew Lauer

Our Insights: Gratitude & Growth

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Canadian Housing: A Story of Changing Demographics

November 2024

November 29, 2024 |R. Matthew Lauer

Our Insights: Market Shifts

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Annualized value of U.S. Fixed Assets Put-In-Place

October 2024

October 31, 2024 |R. Matthew Lauer

Our Insights: Industrial Surge

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NBER recession indicators

September 2024

October 02, 2024 |R. Matthew Lauer

Our Insights: Goldilocks Economy

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Data Centers in US and World

August 2024

August 30, 2024 |R. Matthew Lauer

Our Insights: Rate Cuts & Reins

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S&P disaggregation

July 2024

July 31, 2024 |R. Matthew Lauer

Our Insights: Broadening Earnings

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Probability of recession within the next 12 months

June 2024

June 27, 2024 |R. Matthew Lauer

Our Insights: Recession Compression

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