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.

 

 

More of the Same...

 February 24, 2023 |Nick Scholte

... yup, inflation headlines continue to drive the markets.

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Is the Fed Exhibiting "Bias" When Interpreting Recent Economic Data?

 February 17, 2023 |Nick Scholte

I've believed so for some time. One of RBC's often cited strategists, Atul Bhatia, argues similarly in his published comments this week.

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While Last Friday's Employment Report Continues to Reverberate, Attention Now Shifts to Next Tuesday's Inflation Report

 February 10, 2023 |Nick Scholte

Was the employment report an outlier? Next week's CPI inflation report will tell us more.

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"Disinflation" Becomes the New Fed Buzzword Just as the U.S. Economy Reports Near Historic Strength in the Labor Market

 February 03, 2023 |Nick Scholte

Jerome Powell uttered the word "disinflation" more than a dozen times in Wednesday's press conference. This, plus other softened rhetoric, seemed to signal a Fed that may soon be on "pause". Then came this morning's employment report...

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