2025 Mid-Year Outlook
Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of 2025 and provide their outlook for the remainder of the year.
A Shot In The Arm For the Bull-Camp – July 18, 2025
Good morning, There are always buyers and sellers in capital markets; bulls and bears. We’ve outlined the key risks for the back half of 2025 in recent Morning Notes and the Monthly Letter. The prevailing concern remains a “stagflation-lite” scenario—moderating growth that still trends positive, paired with persistent inflation pressures. In short, incremental shifts in […]