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.

 

 

The Fed's Preferred Inflation Measure Declines for the Third Consecutive Month

 June 30, 2022 |Nick Scholte

That's the good news. The bad news is it remains uncomfortably high. Significant and sustained slowing in inflation is necessary to push the Fed off its current aggressive rate hiking path.

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Thank You to my Clients!

 June 24, 2022 |Nick Scholte

I have great clients - my calls this week proved it.

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Keeping it Real

 June 17, 2022 |Nick Scholte

Assuming headline inflation peaks sometime over the summer, we envision choppy recovery from here through year-end. However, as happens about 25% of the time, 2022 is likely to go down in the history books as a negative year for equities.

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Inflation Remains Hot - But Does Hope Glimmer on the Horizon?

 June 10, 2022 |Nick Scholte

Despite a discouraging headline number, I'd argue maybe so. Core inflation moderated for a second month; and while the Fed only began raising rates in March, bond rates began rising in December. The higher rates should begin slowing inflation soon.

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Data Continues to Reveal a Strong Economy

 June 03, 2022 |Nick Scholte

Counterintuitively this strength fueled market skittishness amid worries the U.S. Fed will be forced into a too aggressive path of rate hikes ultimately tipping the economy into recession. Next Friday's CPI data release will be telling.

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