by David Wagner | Sep 12, 2023 | Blog, Macro Updates
The world lost a great icon the other day; Jimmy Buffett. And in honor of the man, the myth, and the legend himself, this Musing is dedicated to him. For those that don’t know, his loyal followers were called the Parrot Heads – a term coined in 1985 in Cincinnati, OH,...
by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
by David Wagner | Aug 15, 2023 | Blog, Macro Updates
Last week, President Biden signed an executive order limiting US investments in China for advanced semiconductors, quantum computing, and Artificial Intelligence (AI) systems. While the executive order was narrow in scope, trade data released this week shows that a...
by David Wagner | Aug 8, 2023 | Blog, Macro Updates
I understand that a lot of y’all have upcoming client meetings, so I wanted to take more of a high-level approach to this Musing, instead of focusing on a single subject. Please find our quarterly presentation here. This presentation is meant to be a universe of...
by David Wagner | Jul 20, 2023 | Blog, Macro Updates
Before we dive in, if anyone needs any of our quarterly newsletters, presentations, updates, etc., feel free to reach out. Also, if anyone would like a quarterly market update call – hit me directly ([email protected]). We have a lot of very thought-provoking commentary on...
by John Luke Tyner | Jul 12, 2023 | Blog, Macro Updates
More Progress in June Inflation Numbers: → Headline CPI +0.2% M/M (vs +0.3% expected, +0.1% prior) → Core CPI +0.2% M/M (vs +0.3% expected, +0.4% prior) It was exactly one year ago that headline CPI topped 9.0% (July 13th, 2022) with 10-year yields closing at 3.07%...
