January 31, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Strong headline GDP: 2.9% (ar) in Q4. Led by consumption (+2.1%) but also more volatile factors like inventory investment, net exports and government spending. Residential investment... Read More →
Market Commentary
Q4 2022
Hard to Find Reprieve in 2022 One year ago, we wrote about soaring inflation and the Fed’s need to act quickly to get it under control. Even as inflation approached double-digits early in the year, the Fed continued to downplay... Read More →
January 24, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance US Produce Prices YoY w/Contributions: {ECAN<Go>} pic.twitter.com/QRsJBkUVVr — Michael McDonough (@M_McDonough) January 18, 2023 US Produce Prices MoM w/Contributions: {ECAN<Go>} pic.twitter.com/Vw0d6a4KgZ — Michael McDonough (@M_McDonough) January... Read More →
January 18, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance World Bank Cuts 2023 Forecasts and Warns of Global Recession https://t.co/1fFuyva5LH pic.twitter.com/gzCkrX0NAX — Gregory Daco (@GregDaco) January 10, 2023 Year-on-year CPI inflation in the US is... Read More →