Inflation Remains In Check

Last week seemed to be a confirmation that inflation remains subdued. On a year‐over‐year basis, the CPI stands at 1.9% while the PPI is 2.2%. Giving further credence to dovish monetary policy on the part of the FOMC, this is the primary catalyst behind continued...

Increase in Payrolls

The headlines and consensus thought among seers keeps telling us the economy is heading for a recession. The February employment report added fuel to this line of thinking. Well, along comes the March numbers and many are singing a different tune. Nonfarm payrolls...

Real Estate and Risk Assets

It has been all about risk assets during the 1st quarter. Domestic real estate took home the blue ribbon with an outsized 16.7% gain, followed by small caps at 14.6% and large at 13.7%. Foreign equities performed admirably as well, with a 10.1% return over the...

March Madness

Other than fans of UCF, there really is little reason to be so upset. Yes, the PMI slowed somewhat, both domestically and in Europe, but was there really any concrete data to impact the equity market in such fashion last week? Moreover, a hawkish Fed seems tobe a...

More Signs of a Slowing Economy

Signs of economic slowing continue to be produced. Most recently, payroll growth in the latest employment report may be the largest cause for concern along with general softness in other economic data. This has translated into cautious expectations for...
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