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.

 

 

As Inflation Continue to Come Down, the Economic Resilience has been Impressive

 June 30, 2023 |Nick Scholte

To wit, 1st Quarter GDP estimates were revised UP to an annualized pace of 2.0%. Importantly, this growth is above and beyond the impact of inflation.

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Beneath the Surface, the Labor Market is Cracking

 June 23, 2023 |Nick Scholte

Jobless claims have notably ticked up the past three weeks while average employee hours worked is declining. In conjunction, these raise the prospect of recession. Luckily, any recession is likely to be mild.

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A Skeptical Market Reaction to an Incrementally More Aggressive Fed

 June 16, 2023 |Nick Scholte

Though the Fed didn't raise rates this week, it nonetheless INCREASED forward rate expectations through year-end. It was an odd decision. Markets ripped higher revealing widespread skepticism of the official outlook.

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Debt Ceiling Deals, Economic Data and a Fed that Might "Skip" a Meeting...

 June 02, 2023 |Nick Scholte

... all lead to a good week for the markets.

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