Thought Leadership Archive
This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – April 2024.” To say it was a mediocre report would be a disservice to mediocrity in general. I won’t bore you with the…
On Wednesday, the Bureau of Economic Analysis (BEA) informed the world the U.S. economy grew at a 1.6% annualized rate during the 1st quarter of 2024. This was considerably less than the median estimate in the…
This video collection features comments and commentary from our Investment Committee members, including John Norris (Managing Director and Chief Economist), David McGrath (Managing Director, CFA® and Chief Equity Strategist), Sam Clement (Associate Managing Director…
The proverb “Don’t look a gift horse in the mouth” comes to mind when looking back on the market’s returns for the first quarter of the year. The phrase advises against critiquing or finding fault with…
It is not a stretch to say that corporate earnings are the single most important factor in determining a value for that company, or its stock price. Each quarter, every publicly traded company announces their financial…
The stock markets kicked off 2024 on a high note, building on an incredibly strong finish at the end of 2023. That market momentum continued, and stocks realized solid returns in the first quarter. The S&P…
The Fed will delay cutting the overnight lending target rate for as long as the economy allows. At the earliest, the Fed will make its first move to cut rates in June. However, the July FOMC…
After the strong finish to 2023, economists wondered what the U.S. economy could possibly do for an encore in 2024. After all, given the challenges of a declining money supply, an inverted yield curve and a…
GROSS DOMESTIC PRODUCT After a strong finish during the last two quarters of 2023, the U.S. economy took a little bit of a breather during the quarter. This was to be expected, but it was far…
After a feverish end to 2023 in both the economy and the markets, the question on everyone’s minds was what they would do for an encore to start 2024. Despite the somewhat softer economic data, investors…