The Fog is Starting to Clear
Questions about the direction of the economy, path of interest rates, impact of technological advances, political leadership, government policy, international relations and trade, and consumer confidence have converged recently and driven market volatility higher. While capital markets and uncertainty will always be constant companions, we are optimistic that some of the fog should start to […]
The Interest Rate Cut Mirage
The Interest Rate Cut Mirage
For many months now, the prospect of lower interest rates has been shimmering like a mirage on the economic highway. And as mirages work, the closer we get to an interest rate inflection point, the timeline gets pushed further into the future. The seeming inability of high interest rates to crush inflation and slow the […]