Economic Analysis

Disclaimer

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Economic Analysis
February 6, 2023

FOMO Forever: February 3, 2023

Good morning and welcome to the Weekender for Saturday, February 4, 2023. Equity markets in the United States, as measured by the Standard and Poor’s 500 index, were higher by…
Economic Analysis
January 17, 2023

Watchword: January 13, 2023

Good morning and welcome to the Weekender for Saturday, January 14,2023. Equity markets were higher by 2.7% last week. Inflation was the watchword. The consumer price index (CPI) for December…
Economic Analysis
January 9, 2023

House View – January 2023: January 6, 2023

Good morning and welcome to the Weekender for Saturday, January 6, 2023. US equity returns for 2022, as measured by the S&P 500, were lower by -19.4%. The much narrower…
Economic Analysis
December 12, 2022

Recession Primer: December 10, 2022

Good morning and welcome to the Weekender for Saturday, December 10, 2022. With earnings for the third-quarter largely in the rear view mirror, US equity markets spent the week digesting…
Weekender December 3, 2022Economic Analysis
December 5, 2022

In Your Corner: December 3, 2022

Good morning and welcome to the Weekender for Saturday, December 3, 2022. It was another volatile week, reflecting expectations that the US Federal Reserve will soon moderate its aggressive interest…
Weekender November 19, 2022Economic Analysis
November 21, 2022

Let the Bending Begin: November 19, 2022

Good morning and welcome to the Weekender for Saturday, November 18, 2022. US equity markets didn’t do much this week. As measured by the S&P 500, they were lower by…
Weekender November 12, 2022.Economic Analysis
November 14, 2022

November House View: November 12, 2022

Good morning and welcome to the Weekender for Saturday, November 12, 2022. This Weekender serves as a summary of our monthly House View. The House View is designed to provide…
Weekender_Nov_5_2022Economic Analysis
November 10, 2022

Ice Bath: November 5, 2022

Good morning and welcome to the Weekender for Saturday, November 5, 2022. US eq-uity markets shrunk last week after a strong performance the week before. This week’s focus was the…