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.

 

 

Happy Holidays - if only the Fed Would Join in the Holiday Spirit

 December 16, 2022 |Nick Scholte

Since June, annualized inflation has slowed radically, but by definition, this is not yet in the y-o-y data. Further, the economy has yet to experience the full effects of rate hikes to date. The Fed is going too far, and the bond market agrees.

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Brief Thoughts on the Year Ahead

 December 12, 2022 |Nick Scholte

While I and RBC believe recession is likely, the market seems poised for further choppy recovery.

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Jerome Powell May Have Signaled the Pending End of This Rate Hike Cycle

 December 02, 2022 |Nick Scholte

His comment that it may be appropriate to "moderate" the pace of rate hikes as soon as the next Fed meeting on December 14th sent markets higher for the week.

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