Investment Office Insights

After last week’s mostly positive US numbers for inflation (trending to 3%), economic growth (2.4% in Q2) and earnings (with an especially big exhale of relief over stabilized regional bank deposit flows), optimism over the Federal Reserve’s ability

Thus far, earnings reports have bolstered the case for US economic resiliency.  While almost all company commentaries acknowledge some impact on profitability from rising costs, including rising interest rates, few earnings reports are signaling

These are the data doldrums of summer. After the fireworks of last week’s US inflation reports — loudly celebrated by many as good news, while Fed Presidents seemed to issue a collective yawn — and the quietly stunning indicators of China’s

Interest rates staying “higher for longer” — the long-held viewpoint of many economists and Federal Reserve officials, but not necessarily investors— is looking like a higher probability bet every passing day. Yet, last week’s run-up in yields seems

The third quarter starts with many interesting questions to be resolved about the health of bank balance sheets and the effects on consumer spending from the overturn of President Biden’s student-loan forgiveness program. It is not presently known

US economic growth for the quarter is currently estimated at 1%-2%, Chinese economic growth is faltering but positive, and European economic activity is holding up nicely, with the exception of Germany which essentially is in recession courtesy of