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The US economy chugged along through the summer, with the sub-4% unemployment indicating little strain in the labor market and corporate earnings holding steady. The inflation rate has climbed since June from 3.1% to 3.7%, but considering the annual inflation rate for the US was at 8.9% last summer, there has been a lot of […]
2023 Year-End Outlook and the Grind Down to 2% Inflation Read More »
2023 thus far could be summed up with two words: Artificial Intelligence (A.I.). Companies with major stakes in A.I., including Microsoft, Google, Nvidia, Meta, and Apple have each posted year-to-date gains of over 40%. Many investors view this new technology as a game changer for business efficiency and profitability and have piled into A.I. stocks,
Q3 Economic Commentary – Tallying the Headwinds and Tailwinds Read More »
We expect the Federal Reserve to continue battling inflation into 2023, potentially triggering an uptick in unemployment and downtick in economic growth.
Q4 Economic Commentary: Lowering Expectations For 2023 Read More »
In May we indicated we were not yet seeing signs of an economic recession developing. Six weeks later, the risk of an economic contraction is increasing.
Straight Talk on Recession Risk – What We’re Seeing & Doing Read More »
The stock market, as measured by the S&P 500, is currently down for its 8th week in a row, falling close to 20% year-to-date. The main reason for the decline is that investors are nervous about whether the economy is heading into a recession. Specifically, they are worried that the Federal Reserve, in its fight
Updates on the Economy, Stocks, Inflation, and Interest Rates Read More »