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.

WeekenderEconomic Analysis
November 20, 2023

Stupidity is the Same: November 18, 2023

Good morning, and welcome to the Weekender for Saturday, November 18, 2023. It was another supportive week for determined bulls. Interest rates peaked on October 19, 2023 and have been…
Silver liningEconomic Analysis
November 13, 2023

Silver Lining: November 11, 2023

Good morning and welcome to the Weekender for Saturday, November 11, 2023. This is a holiday-shortened Weekender as we take time to honor veterans who paid for our freedoms. As…
House ViewEconomic Analysis
October 30, 2023

House View: October 28, 2023

Good morning, Good morning, and welcome to the Weekender for Saturday, October 28, 2023. On the week, the US equity market, as measured by the S&P 500, was lower by…
Rough SeasEconomic Analysis
October 2, 2023

Rough Seas: September 30, 2023

Good morning, and welcome to the Weekender for Saturday, September30, 2023. As measured by the S&P 500, equity markets were marginally lower by -0.7% last week. For the past two…
DoldrumsEconomic Analysis
September 18, 2023

Doldrums: September 16, 2023

Good morning, and welcome to the Saturday, September 16, 2023 Weekender. Happy birthday to my older brother, Chris who has always been such a remarkable example to me. As measured…
Economic Analysis
August 21, 2023

The World Entire: August 19, 2023

Good morning and welcome to the Weekender for Saturday, August 19, 2023. Last week’s equity markets, as measured by the S&P 500, were lower, registering a decline of -2.1%. The…
Economic Analysis
July 31, 2023

The Devil You Know: July 29, 2023

Good morning and welcome to the Weekender for Saturday, July 29,2023. Equity markets, as measured by the S&P 500, were higher again by 1.0%. Stocks hit the highest level over…
Economic Analysis
July 26, 2023

Common Sense: July 15, 2023

Good morning and welcome to the Saturday, July 15, 2023 Weekender. This Weekender summarizes critical elements from our third-quarter House View. The one more thing segment is about common sense.…