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Despite Uncertainties, We Expect Continued Economic Growth We believe economic growth will continue through the remainder of the year, albeit at a moderating pace. Consumer demand still has strong support from wage growth, continued reopening, and pent-up savings from stimulus.... Read More →

2021 Beat Expectations in Many Ways… Good and Bad Jobs, consumer spending, corporate earnings, stock prices, home values and even digital assets like crypto currencies and NFTs all grew to incredible heights in 2021. The highs did not come without... Read More →

Path to Normalization Our post-pandemic path to normalization has proven challenging on numerous levels, but we are optimistic the coming year will see the world back on a sustainable growth track. In the US, the percentage of the population that... Read More →

Transition to Self-Sustaining Growth The U.S. economy has blown past even the most optimistic predictions of what a recovery might look like only a year ago.  Overly generous monetary and fiscal policy produced a snapback beyond anything we have experienced... Read More →

Reopening and Stimulus Support Strong Growth for the Remainder of the Year After months of exceeding expectations, the economy did more of the same in the first quarter of 2021. The vaccine rollout in the US has advanced much faster... Read More →

Reopenings and Vaccines Point to Better Economic Growth in 2021 One month into the 4th quarter brought great news to markets around the globe – the first vaccine was approved for distribution. This news could not have come at a... Read More →

Recovery Intact but Also in Need of Additional Stimulus The 3rd quarter started off strong with markets and economic indicators continuing to roar back from their COVID-shutdown lows. In September, though, U.S. equities experienced a 10% drawdown. The correction was... Read More →

“V” Shaped Recovery The first half of the year felt like an eternity with unprecedented economic and market volatility. The COVID global economic shutdown caused asset prices and economic activity to plummet almost overnight. The S&P 500 fell 34% but... Read More →

The first quarter of 2020 saw new market highs that were followed by one of the quickest bear markets in history. Coronavirus hit the US hard in mid-March and investors reacted – the S&P 500 fell 34% and market volatility... Read More →

The new decade has started off with a bang. Rising geopolitical tensions began with the Iranian-backed US embassy attack in Baghdad followed by the retaliatory strike on the mastermind behind it. Market reaction thus far has been muted with stocks... Read More →