Ten Charts for the Week that Was: Webinar Bonus Edition
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
2026 Mid Year Economic and Investment Outlook Webinar
Tune in as Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of the year and provide their outlook for the rest of the year. They share insights on today’s investment landscape and how we’re positioning portfolios to help clients navigate changing market conditions with confidence.
Week of July 20, 2026 – Weekly Economic Commentary
The return of war, or almost-war, somewhat unexpectedly dominates the economic debate. As oil prices return to the $90/bbl levels last seen in early June—and $100 Brent crude is a distinct near-term possibility—the question of what comes next and how countries and their economies will respond looms large. Should the MOU (Cease Fire Memorandum […]
Week of July 12, 2026 – Weekly Economic Commentary
Ten days after Fourth of July, the fireworks continue with the testimony of new Federal Reserve Chairman Kevin Warsh before the House Financial Services Committee (July 14) and the Senate Banking Committee (July 15.) The central bank is required to provide commentary and answer questions from lawmakers twice a year, though the dates are flexible […]
Week of July 05, 2026 – Weekly Economic Commentary
Summer is a remarkably busy season in monetary policy circles. While legislators may take long vacations (one exception being Britain this year, where the prolonged transition to a new Prime Minister is underway), central bankers and treasury officials go to conferences that are anything but holidays. The kick-off to the season is usually the G7 […]
Bloomberg Asia Trade: Jeanette Garretty Feature – July 2, 2026
Our Chief Economist, Jeanette Garretty was recently featured again on Bloomberg: The Asia Trade, where she gave her outlook on the U.S. economy. Watch now to hear more of Jeanette’s insights.
Five Charts for the Week That Was: June 26, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
Week of June 28, 2026 – Weekly Economic Commentary
As the US looks forward to a week of celebrations of the 250th Anniversary of its founding, it also takes a step into the second half of an extremely tumultuous and consequential year. “Resilience” is the term that keeps coming up in every economic conversation, but to focus on resilience is to potentially ignore the […]
Week of June 21, 2026 – Weekly Economic Commentary
Note: It is with great sadness we learn this week of the death of Alan Greenspan, Chairman of the Federal Reserve from 1987 to 2006. His tenure as Chairman was not without controversy and his policies were judged, in hindsight, to be one of the significant contributors to the Great Financial Crisis of 2008-2009. However, […]
FOMC Commentary – June 17, 2026
In a move consistent with his dislike for excessive detail, the FOMC announcement that the target Fed Funds rate would remain unchanged at 3.5%-3.75% was extremely brief.
Week of June 14, 2026 – Weekly Economic Commentary
The intersection of a possibly seminal Federal Open Market Committee (FOMC) interest rate meeting this week with the signing of a Memorandum of Understanding (MOU) to end the US conflict with Iran and open up the Strait of Hormuz is a good time to remind ourselves that the dual mandate of the Federal Reserve includes a commitment […]
Week of June 07, 2026 – Weekly Economic Commentary
US job growth in May was unexpectedly strong. Although the Federal Reserve says it continues to worry about the downside on US labor markets, it’s the upside on inflation commanding all the attention. More specifically, consumer inflation expectations are the concern. The impact of the Strait of Hormuz closure and global tariffs may be transitory (a now […]