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.

 

 

Inflation May Not be as High as it Seems... and Some Thoughts on China's Evergrande

 September 24, 2021 |Nick Scholte

This revealing chart shows why.

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Recession is Nowhere in Sight

 September 17, 2021 |Nick Scholte

Here are a handful of less commonly cited reasons as to "why" this is the case.

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More Thoughts on Employment

 September 10, 2021 |Nick Scholte

Weekly jobless claims are at a pandemic era low, and there are a record 10.9 million U.S. job openings.. With this as the backdrop, why did last week's Employment Report miss expectations so badly? A likely contributing factor expired this week.

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Delta is Clouding the Employment Picture - But it's Not a Game-Changer

 September 03, 2021 |Nick Scholte

A huge miss in U.S. hiring was concentrated in the leisure and hospitality industries. Offsetting the employment miss was continued strength in the ISM Manufacturing and Services Indices.

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