Download the PDF here. 2024 Q4 – 2025 Q1 Review Please know that we are aware of the long length of these letters and the challenge it is to read them. The letters are intended to keep you well informed, aware of what we are seeing and thinking, and aid to help us clarify the […]
2024 Q4 – 2025 Q1 Review Read More »
Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge it is to read them.The letters are intended to keep you well informed, aware of what we are seeing and thinking, and an aid to help us clarify the economy
2023 Year End – Q1 2024 Review Read More »
Download the pdf copy here Executive Summary The Federal Reserve’s View Macro-Economic Perspectives FOMC September 2023 Forecasts Percent 2023 2024 2025 2026 Change in Real GDP, 4th Q to 4th Q Unemployment Rate by Year End Headline PCE Inflation, 4Q to 4Q Core PCE Inflation, 4Q to 4Q 2.13.83.33.7 1.54.12.52.6 1.84.12.22.3 1.84.02.02.0 Federal Funds Rate
2023 Third Quarter Review: Have We Skipped A Down Cycle? Read More »
Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption expenditures declined in November and December in 2022 and February this year. But year over year comparisons each month throughout 2022 and 2023 are positive. The Institute of Supply Management
2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over year ago level and 1.24% and 0.7%, respectively over the previous quarter. Strength is still present, but the trend is down.
2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over the year ago level and 1.24%, 0.7% and 0.6%, respectively over the previous quarter. The Institute of Supply Management (ISM)
2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Economic Data Points Inflation: All measures of inflation have been quickening at a worrisome pace since March 2021. The Federal Reserve’s data through March shows overall inflation continuing to rise, where core inflation (which excludes more volatile food and energy readings) had a marginal decline
2022 First Quarter Review: Extraordinary Influences/Inflation Concerns Read More »
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2021 2nd Quarter Review: Peak Growth & Looming Variant Concerns Read More »
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2021 1st Quarter Review: Economic Comeback Juiced w/ Vaccines and Money Read More »
