We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Research
Asset Allocation | September 2023
The U.S. economy is a) shifting into a faster rate of growth; b) gently easing into a soft landing; or c) on the road to recession
Weekly Market Commentary | August 14 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Weekly Market Commentary | July 31 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Asset Allocation | July 2023
While it may be true that, as Neil deGrasse Tyson says, the universe is under no obligation to make sense to you, would it be too much to ask for the economic data to do so?
Weekly Market Commentary | July 24 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Weekly Market Commentary | July 17 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Weekly Market Commentary | July 10 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Weekly Market Commentary | June 26 2023
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Asset Allocation | June 2023
The general theme of our May economic commentary was that decidedly mixed messages in the economic data were making it difficult to pin down where the U.S. economy is, let alone forecast where it is going.