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.

 

 

Jobless Claims Recede as GDP Growth is Revised Higher

 September 26, 2025 |Nick Scholte

Overall, this speaks to a resilient economy.

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The Aphorism "Don't Fight the Fed" Rises Again

 September 19, 2025 |Nick Scholte

The Fed cut rates this week and signaled more cuts are likely to follow. History shows a strong correlation between a Fed in rate cut mode and rising equity markets.

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Tricky Tricky

 September 12, 2025 |Nick Scholte

A spike in weekly jobless claims might, perhaps, be offset by a course change in Fed policy. Fed guidance next week will be particularly important.

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Growing Speculation that a 0.50% Rate Cut Looms

 September 05, 2025 |Nick Scholte

With another disappointing Employment Report released this morning, speculation grows that perhaps a 0.50% interest-rate cut is in store.

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