Category Archives: Commentary

24 Feb

Doctor Copper, Give me the News

Friday, February 24, 2023 Key Conclusions: Recession risk remains front-page news as rising interest rates weigh on economic growth. However, outside of economic data, rising copper prices over the last several months suggest the economy may be doing better than … Continue reading →
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21 Feb

No Landing = No Sense

Tuesday, February 21, 2023 The “Landing” Analogy We need to go back a few years to recall the time investors began using the “landing” analogy. During the hot summer of the mid-1990s, the Honorable Alan Greenspan spoke to the Economic … Continue reading →
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16 Feb

Debt Ceiling Standoff Back in Focus

Thursday, February 16, 2023 The debt limit—commonly called the debt ceiling—is the maximum amount of debt the Treasury Department is authorized to borrow to pay its already committed financial obligations. The amount is set through Congress and has been increased … Continue reading →
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14 Feb

An Uneven Path to Two Percent

Tuesday, February 14, 2023 The Uneven Path For most categories, inflation is decidedly past peak. But as we see from today’s report, the pathway back down to the Federal Reserve’s (Fed) target of 2%, will be choppy. In January, the … Continue reading →
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