June 2023 - Market Update Year-over-year inflation has improved in each of the last 11 months.While prices are still increasing faster than the Fed is comfortable with, as headline prices rose 4.0% over [...]
May 2023 Background The US government is facing a critical decision regarding the debt ceiling, a cap on government borrowing that affects only the ability to pay existing bills, not to approve [...]
April 2023 - Market Update Consumers are the largest and most important part of the US economy, and their ability to drive it has been critical over the last year or so.Sentiment data [...]
March 2023 - Market Update Silicon Valley Bank (SVB) collapsed over a five-day period starting on March 8, 2023. The events were triggered by a run on the bank after it announced [...]
March 2023 Silicon Valley Bank (SVB) is the 16th largest in the U.S., with $209 billion in assets as of Dec. 31. It is by far the biggest bank to fail since [...]
November 2022 - Market Update Recent positive economic developments include third quarter GDP rising at a 2.6% annualized rate.1 Also, inflation is showing some signs of slowing, with the yearly change in [...]
October 2022 - Market Update Another hot inflation report from September shows the Fed has a long road ahead to get inflation under control. The Consumer Price Index rose 0.4% for the [...]
September 2022 - Market Update August’s inflation surprised economists and the markets, and not the good kind of surprise. Lower gas prices helped somewhat, but the overall Consumer Price Index rose 0.1% [...]
August 2022 Overview: In the second quarter, the US economy shrank at a 0.9% annualized rate, making it the second decline in a row and propelling the debate of if the economy [...]
July 2022 - Market Update Inflation ticked up once again in June, with the Consumer Price Index increasing 9.1% from the year prior, up from May’s 8.6% increase.1 Price increases were spread [...]
March 2022 - Market Update Inflation has yet to show signs of slowing as February’s Consumer Price Index notched another multi-decade high with prices increasing 7.9% over the last year and 0.8% [...]
March 2022 Summary: As the Russia invasion of Ukraine escalates, we examined prior geopolitical events to provide historical context. While no two geopolitical events are the same, some caused temporary periods [...]
