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2nd Quarter Update: Tariff and Inflation risks remain, Summertime doldrums arrive at high market valuations. July 22, 2025
1st Quarter Update: Do Politics Really Affect the Economy? April 23, 2025
Year End Summary 2024 – Ongoing Modest Growth January 22, 2025
3rd Quarter Update: More of the Same – Strong Economy October 23, 2024
2nd Quarter Update: Interest Rates Turning Down August 2, 2024
1st Quarter Update Summary – Still Waiting for Landing April 20, 2024
Year End Summary 2023- Goldilocks Economy, Not too Hot, Not too Cold January 25, 2024
3rd Quarter Update Summary – Yield Curve Trauma October 25, 2023
2nd Quarter Update Summary – Will it be Soft Landing or No Landing? August 1, 2023
1st Quarter Update Summary – Markets Now Driven by Interest rates or Earnings? April 20, 2023
Year End Summary 2022 – First Ever Soft Landing? January 22, 2023
3rd Quarter Update Summary – Market Forming a Base October 25, 2022
2nd Quarter Update Summary – Global Inflation, the Fed, and the Fed. July 25, 2022
1st Quarter Update Summary – Covid & Inflation, and now War April 21, 2022
Year-end Summary 2021 January 26, 2022

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