Our Research

In a long-ago time, when documents were actually printed, a popular phrase – “before the ink was even dry” – was used to describe how quickly things can change.

In a long-ago time, when documents were actually printed, a popular phrase – “before the ink was even dry” – was used to describe how quickly things can change.

U.S. large-cap stocks (S&P 500) continued to melt up in February and turned out a 5.3% total return during the month, as earnings season provided an upside catalyst with mega-cap technology stocks tied to the artificial intelligence (AI) theme leading the way.

For those of us tasked with tracking, analyzing, and forecasting the economic data, a general rule is that you seldom actually know what you at first think you know.

Our 2024 outlook is a natural follow-up to our 2023 outlook, which, as some readers will recall, was “Lots of Stuff May or May not Happen in 2023.” At the risk of appearing immodest, our 2023 outlook wasn’t just correct, it was spot-on, dead-bang, on-the-money correct, as lots of stuff did indeed happen in 2023…