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.

 

 

Significant Data Releases with Significant Caveats

 December 19, 2025 |Nick Scholte

Let's take a look at employment and inflation, as well as what may be in store for the year ahead.

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A Hawkish Cut Contained in a Dovish Wrapper?

 December 12, 2025 |Nick Scholte

The Fed announced a 0.25% cut while suggesting the bar for future cuts was high. Yet despite this high bar, the Fed also reinstituted a bond buying program akin to previous iterations of quantitative easing.

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Generally Decent Economic Data Nonetheless Reveals a Difficult-to-Interpret Labor Market

 December 05, 2025 |Nick Scholte

It looks to be a no-hire/no-fire labor market.

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