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Geopolitical events took a turn for the worse over the weekend with the US bombing of Iran nuclear enrichment facilities. It’s hard to say what the ramifications and consequences of another Middle East conflict will be for the United States. Equity markets will… More >>

The recent conflict in the Middle East between Israel and Iran has been on the radar for a long time but until now was always a low probability event. No longer. The missile strikes bring a host of new geopolitical risks beyond tariffs.1  Israel struck key Iranian… More >>

Higher Tariffs, More Jobs, Lower Prices! The recent jobs report reflects continuing strength in the overall economy.  The US added 139,000 jobs in May. While cooling is still relatively strong, with a 6-month average of 157,000 jobs that’s more than enough to absorb new… More >>

For weeks, we've heard whispers of a slowing economy, and rightly so. But when we dig into the latest economic reports, a more nuanced picture emerges for the American consumer: one of caution, yes, but certainly not collapse. In fact, it's a story underpinned by continued… More >>