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Our Blog: The Last Four...

  1. February 18, 2025

    I often have to catch myself when things look a little grey on the macro picture. We’ve had a spate of economic releases and earnings expectations that suggest maybe things are slowing, or at least not as rosy as we would like. Retail sales were weaker than anticipated in… More >>

  2. February 10, 2025

    As we enter another busy week of economic brinkmanship with tariffs, tax proposals, and spending cuts, it might be time to frame the mathematical challenge. The Federal Government is spending about $1.9 trillion more than they take in. 1 At 6.1% of GDP, this deficit… More >>

  3. February 3, 2025

    This weekend, President Trump announced broad-reaching tariffs against Canada, Mexico, and China. The measures include a 25% tariff on almost all goods from Canada (excluding energy resources) and Mexico, along with an additional 10% tariff on goods from China. Canada has… More >>

  4. January 27, 2025

    Despite this morning’s market turbulence sparked by Chinese startup DeepSeek’s low-cost AI model challenging tech valuations, the latest wave of Q4 earnings reports has injected fresh optimism into market sentiment, particularly following upbeat results from major… More >>

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