Spring is in the Air
There is still a nip that remains in the air, but you can occasionally drive the car with the windows open a…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Economic & Market Report: Outlook 2024 – 3/4 Pole
Hard to believe the first quarter of 2024 is drawing to a close. As we pass the 3/4 pole in our 8…
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Economic & Market Report: The Monopolistic Seven
On Thursday, the U.S. Department of Justice (DOJ) in conjunction with a bipartisan group of state attorneys general announced an antitrust lawsuit…
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Economic & Market Report: The Ides of March
The middle of March was certainly a bad time of year for Julius Caesar, but what about capital markets? After all, it…
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That First Blast of Fresh Air
The one-off, unseasonably warm and sunny day is always a welcome gift during the doldrums of a New England winter. This year,…
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Economic & Market Report: Looking Beneath The Surface
“Look beneath the surface; let not the several quality a thing nor its worth escape thee.” – Marcus Aurelius The gains in the…
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Economic & Market Report: Shortness of Breadth
The U.S. stock market is flying once again this year. After posting an impressive +24% advance in 2023, a year when many…
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Toes in the Sand
There is something about feeling the sand between your toes while strolling along the beach that is so relaxing. That is not…
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Monthly Budget Review | February 2024
Budget Totals Through January (billions of dollars) Actual FY 2023 Preliminary FY 2024 Y-O-Y Change Receipts 1473 1585 112 Outlays 1933 2116…
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Economic & Market Report: Stress Test
The U.S. economy continues to exude resilience as we make our way through the early months of the New Year. And capital…
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