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.

 

 

Following an Exceptionally Strong 1st Quarter of 2019, This Week Concludes a Poor Month of May

 May 31, 2019 |Nick Scholte

Trade worries escalate to overtly concerning levels. While the jobs market continues to flash an "all clear" signal, the leash is short for me to implement the third equity reduction in client portfolios this cycle

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The U.S. Yield Curve Flashes Inversion for a Second Time

 May 17, 2019 |Nick Scholte

But it has yet to make a decisive and sustained move into negative territory - nonetheless, it again has my attention. Meanwhile, the employment landscape remains strong.

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A Significant Setback in U.S./China Trade Negotiations

 May 10, 2019 |Nick Scholte

The U.S. accuses China of backtracking on its commitments and impose additional tariffs; while injecting significant uncertainty into the economic outlook, most other indicators, particularly employment, remain strong

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For the Second Week in a Row, Jobless Claims Come in At 230,000

 May 02, 2019 |Nick Scholte

While this reading remains exceptionally low by historical standards, the sustained uptick should be monitored as perhaps a precursor to economic cracks forming

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