Economic Perspective | February 2023 Chartbook
The U.S. economy expanded at a 2.7% annual rate from October through December, a solid showing despite rising interest rates and elevated inflation. The government had previously estimated that the…
February 2023 Market Outlook
We retain our thesis that the Bull is already running – and we offer below a slew of charts as evidence. But that doesn’t mean we’re ignoring the expectations for…
Economic Perspective | January 2023 Chartbook
The nation’s economy ended 2022 on a strong note, growing 2.9% annually in the fourth quarter despite the drag of higher interest rates. While the economy held its own in…
January 2023 Market Outlook
We push into the new year having survived a brutal year where both stocks and bonds fell sharply into bear territory. For the year, the S&P 500 was down 19.4%…
