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Current Commentary

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

What Happened to the Recession? Thumbnail

What Happened to the Recession?

What Happened to the Recession? We obviously hope there is no recession on the way. It’s pretty obvious that the stock market isn’t worried. But January’s economic data aren’t as clear as many might think.

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The Game Isn't Over

The Game Isn't Over. Unprecedented actions on the scale that we experienced in 2020-2022 will bring unexpected results in 2023. So, while we never want to ignore a number like the January jobs report, we have to question how much is signal and how much is noise.

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The Aftermath Economy Thumbnail

The Aftermath Economy

The Aftermath Economy. We will forever believe that locking down the economy for COVID-19 was a massive mistake. In other words, the US enters the decades ahead with more debt, less spending power, an undereducated population, and less petroleum put aside for national defense. The US has made the future riskier.

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The Last Hurrah?

The Last Hurrah? An economic storm is coming. The sun is still shining today, but, with almost all the net growth in Q3 coming from the trade sector, the clouds are forming on the horizon.

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More Trouble Ahead Thumbnail

More Trouble Ahead

More Trouble Ahead. Why a recession?... a monetary policy that’s tight enough to control inflation is going to send the economy into a recession.

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