Jeanette Garretty on Bloomberg Daybreak: Australia
July 12, 2023 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak: Australia discussing the outlook for the US economy as the inflation rate slid to a more than two-year low. “I think most of those trends, one of the things that makes this a good report is that when you look […]
Quarterly Update: Jerome Powell’s Soft Landing
By Avi Deutsch July 14, 2023 – Jerome Powell’s (“JP”) biography should make for a fascinating read. The Fed chairman, who was nominated by Donald Trump and is the first non-economist to serve since 1981 has become one of the most powerful figures in today’s economy. Though far from perfect, JP has shown himself to […]
Stuart Katz on CNBC Street Signs Asia
July 12, 2023 – Chief Investment Officer, Stuart Katz appeared on Will Koulouris CNBC Street Signs Asia to discuss volatility in domestic markets and what opportunities the emerging markets hold. “I think the reality is that you have a resilient U.S. economy and the markets have year to date ignored the idea that long duration […]
CPI Wednesday
July 12, 2023 Good morning, This month has had a simple narrative for investors; two releases of key inflation data ahead of an end-of-the-month Fed meeting where a rate hike has been a foregone conclusion. The first data point was the June employment numbers last week. The second is this morning’s June CPI numbers (Consumer […]