economic updates

September Market Commentary – A Raft of Reassuring Data – or Not?

September 29, 2023

August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed to belie the consistent messaging from the Federal Reserve that…
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August Market Commentary – The Sunny Side of the Street?

August 18, 2023

July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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