
September 2023 Market Update
September 13, 2023
As we see it, economic trends in China bear watching closely — for many reasons. China is an $18 trillion economy and represents about 19% of the...
September 13, 2023
As we see it, economic trends in China bear watching closely — for many reasons. China is an $18 trillion economy and represents about 19% of the...
August 2, 2023
In 2033, real GDP might be growing at 1.7%, the un-employment rate might be 4.2%, CPI might be running at 2.2%, PCE inflation might be 2%, the...
July 7, 2023
Total public debt owed by the U.S. federal government was $31.5 trillion at the end of 1Q23. Outside of U.S. investors, the two largest holders of the...
June 8, 2023
Recent date indicates that key components of U.S. GDP are still expanding, despite the impact of higher interest rates, inflation, and geopolitical developments. That said, growth is...
May 11, 2023
Our analysis of recent data leads us to conclude that key parts of U.S. GDP are still expanding, despite the impact of higher interest rates, inflation, and...
April 12, 2023
The pace of home improvement activity is poised to slow in 2023, according to the Leading Indicator of Remodeling Activity (LIRA) from Harvard University’s Joint Center for...