Insights

Alarms warning of a recession ring louder with each rate hike by the Federal Reserve. So far this year, there’s been plenty – five since March and still counting.

Enough is enough! The economy has demonstrated an astonishing amount of resiliency against the headwinds thrown at it over the past two years—Covid-19, both short and long, surging energy prices, spiraling interest rates, supply shortages and, not least, stubbornly high inflation.

As summer draws to a close, the debate over whether the economy is overheated or rapidly cooling remains unanswered.

      Economic Newsletter_August 2022 Don’t Rule Out A Soft LandingIn real estate, they say location is everything. In economics, timing is paramount. With

Economic Newsletter_July 2022 For the Fed, Failure to Curb Inflation is Not An Option Last year the main debate among economists was whether the inflation

Economic Newsletter_June 2022 Fading but still sturdy profits should sustain growth Although the coronavirus recession ended two years ago and the U.S. economy embarked on

BankRI _ May 2022 When Will Inflation Peak? It’s been a rough ride for investors as red ink has spilled profusely so far this year.

Printable PDF Here Come The Rate Hikes The Russian invasion of Ukraine is primarily a human tragedy, but the global economic costs can’t be ignored

Printable PDF Tumultuous Start To The Year With barely two months in the books, it is hard to remember another year that opened with as

Printable PDF Economy Faces a Winter Chill  A winter economic soft patch has begun, as spiking Omicron cases exacerbate supply chain and labor market stress

A Christmas Wish: More Supply Please The clouds over the U.S. economy are dissipating as one of two key constraints on activity is fading. Thanks

Printable PDF It’s Not Stagflation, But It Sure Is “M.E.S.S.I” The U.S. economy is going through another rough patch, as supply shortages abound, workers are