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Current Commentary

Stay up to date on current financial events and commentary with our weekly blogs.

January Surge Kept Q1 Positive Thumbnail

January Surge Kept Q1 Positive

January Surge Kept Q1 Positive...The problem with forecasting the economy right now is we have never been in this position before, where an unprecedented two-year surge in the money supply (plus massive temporary transfer payments) were closely followed by a dive in the money supply unlike anything we’ve seen in decades.

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January Data Get Hot Thumbnail

January Data Get Hot

January Data Get Hot. A hot inflation report for January might be a surprise to some investors, but it really shouldn’t be. Put all these reports together and we have an economic stew that signals that a “data sensitive” Federal Reserve isn’t done hiking rates.

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