Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
While we do not get the full weight of the seasons here in California, fall is most definitely in the air. We took our two boys to a Halloween event on Sunday evening called the Nights of Jack in Calabasas. It is an artistic light show using jack-o’-lanterns and music to create some amazing..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Last week investors continued to feel the repercussions of the previous week’s CPI release. As part of the response, the Federal Reserve raised interest rates by 75bps for the third consecutive meeting last week, bringing the federal funds rate to its highest level in 14 years. According to the..
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It is rare that the three largest growth engines in the world, the U.S., China, and Europe, are struggling at the same time. Each is facing related, but also unique, macro-headwinds. In summary, we refer to these headwinds as “ICE” – inflation, Covid, and energy. The U.S. is dealing with historically high inflation. In China, the headwinds are largely self-inflicted, as they maintain their current Zero-Covid Policy causing them to..
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