Quarterly Investment Updates

Fed Dancing Between Raindrops by Fighting Inflation While Trying to Avoid an Economic Hit Act One of the hiking cycle likely ended with the Fed increasing its funds rate by…

Covid Variants Lower Forecast Confidence Greater Market Volatility Americans entered 2021 with the hope that miracle of vaccines would lead to an “end” to Covid as a major concern. A…

Economists Further Lowered Their 2021 Forecasts with the Delta Variant Third Quarter Spread The Variant Likely Peaked, Fourth Quarter Should Show Mini-Cyclical Rebound Many economists reduced their 2021 economic forecasts…

Fed Reacts to Inflation Surprises Little Confidence In Fed Inflation Forecasts Based on Past Record While still expecting inflation to be transitory, the Fed recently moved its timing forward for…