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.

 

 

Quick Thoughts on Artificial Intelligence

 May 26, 2023 |Nick Scholte

This technology is real, and it will be transformative for society. As Nvidia demonstrated this week, demand for the technology driving this revolution is also real. How are client portfolios exposed?

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Hopeful Signs on the U.S. Debt Ceiling Front

 May 19, 2023 |Nick Scholte

Both the Democrats and the Republican budged from their entrenched stances this week, leading Republican House Leader Kevin McCarthy to say he saw "a path... to agreement".

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Is the Labor Market Cracking? Weekly Jobless Claims Might be Hinting "Yes"

 May 12, 2023 |Nick Scholte

A sustained spike in weekly jobless claims may well be RBC's preferred leading indicator of recession. This week's data certainly seems to be trending in that direction.

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A Busy Week...

 May 05, 2023 |Nick Scholte

... with lots of important economic data released, policy decisions made and corporate earnings revealed.

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