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.

 

 

Impeachment? Absent a Bombshell Development, it's Irrelevant to the Markets

 December 21, 2019 |Nick Scholte

This week I received a handful of client queries about the potential impact of impeachment on markets. When a few ask, it's inevitable that many more are wondering. Set your minds at ease, absent a bombshell development, it's sure to have no impact.

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In a Week of Important Developments, Perhaps the Most Important is One You May Not Have Heard About

 December 14, 2019 |Nick Scholte

Yes, there were important trade developments and UK election results; but, moving forward, how the Fed targets inflation may be a game changer

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Economic Troughing Continues, While a Recovery Awaits Further Confirmation Beyond Employment

 December 07, 2019 |Nick Scholte

Specifically, the ISM indices might be signaling a "U" shaped troughing pattern, while employment achieves a lofty standard not seen since 1969. Meanwhile rhetorical bluster continues on the trade front - ignore the bluster.

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