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
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 …
Newsletter: June 2022
Macro Overview There’s a growing consensus among various economists and market analysts that inflation could force consumers to cut back on spending to the extent that a recession materializes. Consumer expenditures have an enormous impact on economic activity, representing 70% of Gross …
Newsletter: May 2022
Macro Overview The most recent inflation …