A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

RBC's Second Most Watched Indicator - the Trend in Weekly Jobless Claims - Achieves a Milestone I Never Expected to See in My Career

 January 26, 2019 |Nick Scholte

With a print below 200,000, the jobs market most definitively is NOT supporting the case for recession; also, the process of reinvesting proceeds from tax-loss sales in December 2018 has begun

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The Message Remains the Same - "Late Cycle" Does Not Mean "End of Cycle", and Recession Does Not Seem Imminent

 January 19, 2019 |Nick Scholte

Further, given that the economic expansion that began in 2009 has been shallower than past expansions, it may well continue running for longer than past expansions. I've always felt this "slower for longer" argument had merit.

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A Strong U.S. Employment Report and Continued Supportive Messaging From the Fed Continues to Fuel the Recovery

 January 12, 2019 |Nick Scholte

While the yield curve is "flashing yellow", all the other major economic indicators tracked by RBC continue to signal "green"

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While the late 2018 Downturn was More Than a "Garden Variety" Correction, the Anticipated Recovery Looks to Have Begun; and, it is Annual Review Time

 January 05, 2019 |Nick Scholte

Corrections happen, but the damage they inflict is transitory and can be recovered. As always, the main enemy is recession, and the three most recent Chairpeople of the U.S. Federal Reserve unanimously agree that a recession is not imminent.

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