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.
On March 4 2020, Governor Newsom took decisive action by declaring a state of emergency. More than a year later, nearly all of the state mandated Covid restrictions have now been rolled back, allowing the nation’s most populous state to lift most of its pandemic safety protocols. That means..
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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.
Equity markets fluctuated near all-time highs this past week as investors assessed the last critical data point ahead of the upcoming FOMC policy decision. However, the primary dynamic at play has been the decline in the 10-year Treasury, which fell below 1.5%, the lowest since early March. The..
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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.
Memorial Day weekend is often thought of as the unofficial beginning of summer. As the summer temperatures spike, signs point to a hot economy as the recovery continues to accelerate. Both quantitative and qualitative evidence confirm that we will see surprisingly robust economic growth as we..
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