Our Perspective

July Economic Commentary: Tempered Improvement

7/ 7/ 2020

The reopening of many state economies in late May/early June provided a boost to many short-term economic indicators. High-frequency measures of economic activity confirmed that consumers were starting to spend some of the savings accumulated over the previous three months…. Continue Reading

Our Perspective

June Economic Commentary: Early Hints of Recovery

6/ 8/ 2020

The ongoing litany of bad economic news has started to abate, at least temporarily, and investors appear to be looking out 18-24 months to justify a stock market rally that has exceeded almost anyone’s expectations. There are “green shoots” starting… Continue Reading