As expected, markets focused on economic data to decide on next steps.
Both GDP and employment data suggest that the economy is starting to cool, which should give the Federal Reserve support to pause its hiking cycle.
- September 1, 2023
Weekly Newsletter – September 1, 2023
- November 4, 2025
Actionable Insight – The Long Road to Equilibrium
The wealth divide in the US is growing ever larger and the wealthy few continue to drive the…
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…