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
May 29, 2024

Why We Fight: May 27, 2024

Good morning, and welcome to the Weekender for Monday, May 27, 2024. Memorial Day. This Weekender will be a bit unusual compared to others given the nature and importance of…
WeekenderEconomic Analysis
May 23, 2024

Everythings Amazing and Nobodys Happy: May 18, 2024

Good morning, and welcome to the Weekender for Saturday, May 18, 2024. This week, US equity markets, as measured by the S&P 500, rose by 1.5% and 11.2% yearly. In…
House ViewEconomic Analysis
April 8, 2024

House View 1Q 2024: April 8, 2024

Good morning, and welcome to the House View for the first quarter of 2024. This House View summarizes our sense of the economic, financial, and investment landscape as we look…
Rotation in ProcessEconomic Analysis
March 25, 2024

Rotation in Process: March 23, 2024

Good morning and welcome to the Weekender for Saturday, March 23,2024. It was another record-breaking week for the tech-heavy Nasdaq, while the S&P 500 and Dow closed slightly off their…
Piano ManEconomic Analysis
March 18, 2024

Piano Man: March 16, 2024

Good morning and welcome to the Weekender for Saturday, March 16, 2024. It was a slightly negative week for both equity and debt markets. Equities measured by the S&P 500…
February 24th WeekenderEconomic AnalysisUncategorized
February 27, 2024

Once and Future King (Nvidia): February 24, 2024

Good morning, and welcome to the Weekender for Saturday, February 24, 2024. It was another week of record highs for the dominant US equity market indices thanks to the magical…
So Little at StakeEconomic Analysis
February 5, 2024

So Little at Stake: February 3, 2024

Good morning and welcome to the Weekender for Saturday, February 3,2024. Happy birthday, Bubba. Another week that seemed to defy Newtonian physics and the laws of gravity. The S&P 500…
Economic Analysis
January 25, 2024

Meaningless Murmurings: January 20, 2024

Good morning, and welcome to the Weekender for Saturday, January 20, 2024. An all-time high was printed for the S&P 500 yesterday. It’s the first record in approximately two years.…