— The U.S. Consumer Price Index rose 0.3% in Jan. (3.1% annualized rate), while producer prices also rose 0.3%, indicating inflation has slowed but staying above 2% Fed
So far in the 2020s we have seen a major ongoing shift in corporate supply chains, a trend that started during the pandemic. The manifestations are becoming apparent. Last wee
Top-of-mind economic news as we start the week: — Mexico became the largest source of U.S. imports in 2023, replacing China for the first time since 2002. — The
Why we’re neither optimists or pessimists. By David Baker, Senior Director, Investment Strategy and Communications.
Recent good news for the economy could be bad news for upcoming Fed policy, as in interest rates staying higher for longer.
Top-of-mind economic news as we start the week: — The Federal Reserve kept its key interest rate unchanged, but Chair Powell indicated three rate cuts were possible in 2
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over mu
— The U.S. economy grew a strong 3.3% annualized in the 4th quarter of 2023, while inflation pulled back, giving credence to a soft landing. — U.S. pending home sa
Top-of-mind economic news as we start the week: — U.S. existing home sales fell to 4.1 million in 2023, the lowest level since 1995, with home prices at a record high. &