Q1 2024 Summary – Higher Forever?

By |2024-04-18T14:05:54-07:00April 4th, 2024|Uncategorized|

Macroeconomic Environment While it may feel like we are in a “higher forever” world with respect to stock prices or interest rates, we know this scenario is implausible, if not impossible. Amid a backdrop of low volatility mixed with investor enthusiasm (especially around anything to do with artificial intelligence) and better-than-expected economic news, the [Read More]

Q4 2023 Summary – Grim economic forecasts successfully thwarted in 2023

By |2024-01-31T14:07:40-08:00January 29th, 2024|Uncategorized|

Macroeconomic Environment The most widely predicted recession in recent history did not materialize in 2023. In late 2022, 85% of economists polled by the Financial Times predicted a recession in 2023. Consumers were also gloomy, affected by post-pandemic blues and worries over rising inflation, especially gas and food prices, and stagnating wages. In 1Q23, [Read More]

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