July 19, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The core CPI inflation rate remains relatively high mostly due to its rent components. But when you exclude shelter costs, the core rate dropped to 2.7%... Read More →
Market Commentary Q2 2023
Key Takeaways The market and economy are facing mixed signals. The yield curve and leading economic indicators are predicting recession. The negative effect of higher interest rates has yet to filter through the economy. Valuations have expanded significantly driven primarily... Read More →
Market Commentary Q1 2023
Recessionary Pressures Building Our outlook for the economy continues to include a recession sometime this year or next. This view is supported by leading economic indicators that show significant slowing and are consistent with levels reached in the past... Read More →