Resources

Executive Summary In March of this year the Fed began increasing short-term interest rates. Typically, they do not start rate tightening when consumer [...]

Executive Summary In a healthy economy, long-term interest rates are higher than short-term rates (see first graph). However, when short-term rates are [...]

Executive Summary This week I wanted to share a guest article from John Mauldin. This article is reflecting on the trends that [...]

Executive Summary Markets have been reacting significantly on every news headline regarding the Russian/Ukrainian war.  The sanctions and supply disruptions could last [...]

Executive Summary As discussed in previous newsletters, economic growth is slowing. The Atlanta Fed GDPNow model reduced the first quarter GDP growth [...]

Executive Summary The current real GDP estimate from the Atlanta Fed’s GDPNow model for first quarter 2022 is 0.6%, which is a [...]