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.

 

 

Important Economic Data Points on Tap for Next Week

 August 30, 2024 |Nick Scholte

Most notably the U.S. Employment Report.

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"The Time Has Come"!

 August 23, 2024 |Nick Scholte

With this quote, Fed Chair Jerome Powell officially kicks off a U.S. rate cut cycle. Importantly, it also marks the beginning of a more normative post-covid economic cycle.

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Rumors of U.S. Economic Demise Seem Premature

 August 16, 2024 |Nick Scholte

Unwind of the Yen carry trade certainly muddied the waters, but inflation seems to be tamed and economic indicators are proving resilient.

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Economic Data Deteriorates

 August 02, 2024 |Nick Scholte

But has recession become the base case? I don't think so - not yet anyway.

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