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
May 23, 2023

The Fat Pitch: May 20, 2023

Good morning and welcome to the Weekender for Saturday, May 20,2023. As measured by the S&P 500, equity markets were higher on the week. Going into Friday, it looked like…
Economic Analysis
May 1, 2023

Canaries and Coal Mines: April 29, 2023

Good morning and welcome to the Weekender for Saturday, April 29,2023. The Standard and Poor’s 500 index was higher by 0.9% last week amid a deluge of earnings and economic…
Economic Analysis
April 24, 2023

River of Fire: April 21, 2023

Good morning and welcome to the Weekender for Saturday, April 22, 2023. As measured by the S&P 500, equity markets were lower by a rounding error last week. Over the…
Economic Analysis
April 17, 2023

House View – Second Quarter: April 14, 2023

Good morning and welcome to the Weekender for Saturday, April 14,2023. This Weekender provides a summary of our second quarter 2023 House View. The House View is a comprehensive analysis…
Economic Analysis
March 27, 2023

Move On: March 25, 2023

Good morning and welcome to the Weekender for Saturday, March 25, 2023. US equity markets, as measured by the S&P 500, were higher by 1.4% this week, the second consecutive…
Economic Analysis
March 13, 2023

Another Bites the Dust: March 11, 2023

Good morning and welcome to the Weekender for Saturday, March 11,2023. It was a very eventful week, but not for the reasons we expected last week. US equity markets were…
Economic Analysis
March 6, 2023

Narrative Adjustment: March 4, 2023

Good morning and welcome to the Weekender for Saturday, March 4,2023. US markets, as measured by the S&P 500, gained 1.9% on the week. A strong gain. Despite useful economic…
Economic Analysis
February 21, 2023

Finding Never Land: February 18, 2023

Good morning and welcome to the Weekender for Saturday, February 18, 2023.Equity markets, as measured by the S&P 500 index, were lower by -0.3% last week. Price action in most…