Insights Library

Investment Outlook 4th Quarter 2025

Economic activity in the United States ended 2025 demonstrating resilience amid a historic 43-day government shutdown, persistent yet easing inflation...
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Investment Outlook 3rd Quarter 2025

Economic activity in the United States appears to be well-positioned for another positive quarter, demonstrating remarkable resilience amid soft job...
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U.S. Economics – Alternative Data

Intro With the U.S. Government shutdown in effect, key economic indicators we monitor are no longer being released. Prediction markets...
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U.S. Economics – Monetary Policy

Intro Our view coming into the year was that we would likely see the Federal Reserve cut rates by a...
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U.S. Economics – Consumers

Intro We monitor consumer income, savings, job growth, and other consumer measures because of their potential to alter the trajectory...
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U.S. Economics – Growth

Intro Real GDP for 2Q25 expanded at a 3.0% quarter-over-quarter annualized rate compared to the -0.5% contraction in the first...
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U.S. Economics – Labor Market

Intro The June employment data provided additional insight into four critical labor market dynamics that will likely have broader implications...
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Investment Outlook 2nd Quarter 2025

The U.S. economy demonstrated modest resilience in the second quarter of 2025 as GDP growth likely turned positive, despite persistent...
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