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.

 

 

U.S. Thanksgiving Week Sees Continued Market Recovery

 November 25, 2022 |Nick Scholte

The upcoming sets of inflation data prior to the next Federal Reserve meeting will be key to whether the market recovery can continue through year-end.

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Like Consumer Prices, Producer Prices May Too Have Peaked

 November 18, 2022 |Nick Scholte

Importantly, on a month-over-month basis, core producer prices were flat at a 0.0% increase.

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Are we Finally Descending from the Inflation Peak?

 November 11, 2022 |Nick Scholte

It's too soon to say with certainty, and we will need to see follow-through in the next CPI report on December 13th, but yesterday's better than expected inflation report opens the possibility.

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Is the Fed on an Island?

 November 04, 2022 |Nick Scholte

Policy signals from other major central banks - the Bank of Canada, the European Central Bank and the Bank of England - are indicating a more cautious approach ahead, but not so with the Fed.

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