Macro Overview The Fed continued on its steepest rate increase since the early 1980s. Political pushbackagainst the Federal Reserve has been building as criticism surrounding the rate hikes hasbecome a focal issue. October saw a weaker U.S. dollar helping to propel stocks higher asmulti-national …
Newsletter
Newsletter: October 2022
Macro Overview Financial markets were distraught during the third quarter as rising rates, inflation, andslowing economic activity hindered major equity indices. Dramatic tax cuts implemented inthe U.K. stirred global financial currency markets with the British pound falling to historiclows. …
Newsletter: September 2022
Macro Overview Recession fears weighed on markets as equities pulled back from a mid-summer rally thatmany analysts suspect was short-lived. U.S. equities began August in rebound mode butreversed course to end the month in negative territory. Crude oil and gasoline prices fell further in …
Newsletter: August 2022
Macro Overview Recession concerns are rising as company earnings, employment data, and economic growth estimates continue to demonstrate an expected slowdown in the economy. Second quarter Gross Domestic Product (GDP) released in …
Newsletter: July 2022
Macro Overview Attention has shifted from inflation to recession as housing, wages, interest rates, commodities, and consumer expenditures have all receded from their highs, an indication to economists that an economic slowdown or recession may be …