The first quarter came in like a lamb and went out like a lion. Uncertainty surrounding tariffs, government efficiency and global conflicts has resulted in a
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Art is subjective and “progress” may depend on your vantage point and bias. President Trump entered office in Q1 and a veritable blitzkrieg of policies and
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As we start 2025 two things are very clear: there was no recession last year and the Fed outlook last September for several rate cuts in 2025 is out the window.
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Following the dramatic start of the Fed’s easing “cycle” in September, bond yields have moved higher. Some of the move can be attributed to...
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During the third quarter of 2024, economic expectations and bond yields sank lower. Some disappointing job numbers were...
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The second quarter of 2024 began with an economy experiencing the effects of persistent inflation elements, partly due to ongoing deficit spending and rising
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As we leave the 2nd quarter there are more and more signs the economy is starting to look a bit weaker than earlier this year. GDP has fallen every quarter
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Investments may be packed into many different types of vehicles. Learn about investment products, their tax treatment and your next steps.
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Executive Summary: Many recessionary signals are present in the economy, including an inverted yield curve, restrictive monetary policy, falling leading
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What the 4 th Quarter Giveth, the 1 st Quarter Taketh An investing theme we often reference is the regime switching model, where markets often vacillate
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Rates March Higher Strategy In October of 2023 we wrote that a recession is coming. This was based on a number of very reliable recession indicators. It was
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The Standard & Poor’s 500 stock index closed Friday at a new all–time high, ending the first quarter of the year with a gain of 10%. That’s as much as large
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