July saw markets shrug off economic policy uncertainty amidst strong earnings releases and passage of the One Big Beautiful Bill. However, the implications of significant trade policy shifts may have…
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Quarterly Market Update – Q3 2025
Economic and Market Update The second quarter’s economic activity can be characterized by global markets attempting to decipher the policy goals of President Trump. Liberation Day kicked off the quarter…
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Quarterly Market Update – Q2 2025
Economic and Market Update We’ll start this Quarterly Update with a cursory review of the economy and markets through Q1 before turning to comment on what’s happened since the end…
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Quarterly Market Update – Q1 2025
Economic and Market Update Coming into 2024, questions remained whether the U.S. economy could continue to skirt a recession. Expectations were that the Fed would have to cut interest rates…
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Eye on the Fed – December 2024 FOMC Meeting Commentary
December 2024 FOMC Meeting Review The Federal Open Market Committee announced a 0.25% rate cut at the December meeting, bringing the rate down to a range of 4.25-4.50%. This is…
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How Do Elections Impact the Markets?
We are less than a month from the highly anticipated Election Day 2024. The race for President is very tight and is expected to be decided in just a few…
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