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.

 

 

Economic Growth Continues While Inflation Comes Down

 January 26, 2024 |Nick Scholte

In spite of a Fed that has remained on hold for several consecutive meetings, falling inflation means that REAL rates are rising owing to a phenomenon known as "Passive Tightening." The Fed will not want this phenomenon to persist. Cuts are coming.

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The S&P 500 Hits an All Time High

 January 19, 2024 |Nick Scholte

On the back of economic indicators continuing to remain strong.

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Headline Inflation Measures Delivered a Superficially Mixed Message this Week, but Easing Price Pressures Continue Below the Surface

 January 12, 2024 |Nick Scholte

Consumer Prices came in higher, while Producer Prices outright declined. The U.S. Fed's preferred inflation measure correlates more closely to producer prices. As such, odds increased to over 80% for the first U.S. rate cut to come in March.

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The Year Ahead

 January 05, 2024 |Nick Scholte

The past 12 months saw healthy returns in client portfolios. 2024 looks set to be decent also, although earnings will likely need to grow faster than the meagre 3.1% rate seen in 2023 for this expectation to be realized.

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