Recent Insights

A Steady Jobs Report
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A Steady Jobs Report

When the economy is expanding, employment typically increases. When the economy is contracting, the number of employed usually declines. Currently, the number of job openings makes it easier to find work in some industries. It appears to be adding to the robust numbers.

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Green Shoots
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Green Shoots

Inflation is high, interest rates are rising, and even though our partners at ITR are seeing “green shoots,” they are still small. What accounts for the recent rally?

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Scoping Out Peak Inflation
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Scoping Out Peak Inflation

When investors talk about peak inflation, they aren’t defining it as a peak in prices followed by an actual decline. Peak inflation would better be described as a peak in the rate of inflation followed by a slowdown in the rate of inflation.

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Inflation Stays Hot
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Inflation Stays Hot

Investors grappled with several conflicting events last week. Given the negative sentiment in today’s environment, the market latched on to the glass-half-empty scenario.

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Then and Now
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Then and Now

Investors grappled with several conflicting events last week. Given the negative sentiment in today’s environment, the market latched on to the glass-half-empty scenario.

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High Anxiety
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High Anxiety

Investors grappled with several conflicting events last week. Given the negative sentiment in today’s environment, the market latched on to the glass-half-empty scenario.

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Inflation—Good News, Bad News
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Inflation—Good News, Bad News

For now, the Fed has its work cut out as they attempt to slow an overheated economy and rein in inflation, without tipping the economy into a recession.

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