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.

 

 

All Eyes are on the G20 Summit Underway in Japan

 June 29, 2019 |Nick Scholte

With the outcome of the pending meeting between Presidents Trump and Xi key to the market mood next week

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Has Quantitative Easing Re-Entered the Picture?

 June 22, 2019 |Nick Scholte

Amid a definite slowdown in the global economy, the European Central Bank contemplates a renewed QE campaign; however, we still do not see a credible and imminent threat of recession

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While Most Economic Indicators Tracked by RBC Continue to Suggest that No Recession Looms, Conditions Have Become Murky

 June 15, 2019 |Nick Scholte

The yield curve remains slightly inverted and trade conditions continue to cast uncertainty

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Amid Continued Trade Tensions, the Fed Changes Course and Fuels the Markets

 June 08, 2019 |Nick Scholte

Chairman Jerome Powell admitted that the Fed is monitoring the impact of tariffs, and all but admitted that rate cuts may be coming soon; economic conditions are softening in sympathy with the trade outlook

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

 June 01, 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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