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Fed Mad Libs: Diction & A Dovish Tilt
Markets tend to pay close attention to what the Fed says (or doesn’t). Chief Economist Brian Horrigan breaks down some[…]
Corporate Health Weakens as Pricing Power Falls Sharply
Senior Macro Strategies Analyst Craig Burelle paints a picture of a corporate sector under increasing stress but nowhere near the[…]
We Are Here: Thinking about Recession Risk
The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.
Corporate Health Indicators Signal an Economy in Transition
Most companies have held up despite weakening pricing power and profit margins. Whether they can keep that up will largely[…]
Why We Think Corporate Health Can Withstand an Economic Slowdown
Signs indicating financial markets are concerned about that slowdown have not been hard to spot. Even so, Craig Burelle shares[…]
Suppose They Gave a Recession, and Nobody Came
The business press sometimes likes to say that a recession is a decline of real GDP lasting at least two[…]
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
Playing Catch-Up: Takeaways from the June FOMC Meeting
It appears the Fed has realized it is behind the curve. We believe the door is open for another 75-bp[…]
The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally
Though we are wary of suggesting that “it’s different this time,” we see reasons to believe the most recent yield[…]
Shake, Rattle and Roll: Is the Growth/Inflation Dance Out of Step?
Chief Economist Brian Horrigan shares his latest thoughts on current growth and inflation dynamics.
Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]
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