Insights

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.

Lessons from the ’90s: How AI Is Powering a New Investment Cycle

Five Charts for the Week That Was: July 11, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.

5 Game-Changing Retirement Planning Financial Moves in Your 50s

Five Charts for the Week That Was: June 20, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.

FOMC Commentary – June 18, 2025

The Federal Reserve’s Federal Open Market Committee (FOMC) today confirmed the current monetary policy, keeping the target Fed Funds rate in the 4.25%-4.5% range and continuing to reduce the Fed’s holdings of US Treasuries and agency debt (“the balance sheet.”)

Corporate Earnings Off to a Solid Start in 2025

Five Charts for the Week That Was: June 6, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including oil prices, the US Dollar, the One Big Beautiful Bill Act, Supply Management Purchasing Managers Index, and employment.

Five Charts (and a Bonus) for the Week That Was: May 23, 2025

Chief Economist Jeanette Garretty provides 5 (and a bonus) economic charts covering topics including federal debt, the bond market, long-term treasury yields, household debt, and US labor markets.

Understanding the Difference Between Soft and Hard Economic Data

We finally received the details on the scope of the Trump Administration Tariffs, and it's beyond market consensus. Risk markets currently do not like the announcement, with stock futures currently down and the NASDAQ leading markets lower. Copper and oil are also falling in post-market trading, suggesting concerns about dimmer growth prospects. The Asia open seems more muted than the headlines would potentially justify.

Five Charts For The Week That Was: May 9, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US Jobs Numbers, container freight rates, US Dollar, and US Exports to China.