Investment Office Insights

Economic data in August and early September has consistently painted a picture of slowing growth in developed economies, with central banks now prepared to act against further deterioration. Despite the disarray in US markets as a result of

Several pieces of data being reported this week are of considerable importance to investors, who continue to scrutinize the tea leaves for confirmation of an economic soft landing (or, alternatively, for portents of a recession.) Manufacturing sector

Fed Chairman Jerome Powell’s speech last Friday at the annual Jackson Hole Federal Reserve conference was what it needed to be: a clear statement about the impending changes in monetary policy. The hope for a 50-bps cut in the Fed Funds rate in

Once again, the long-sought soft landing seems to be coming together  “just as planned!” Last week’s data trove showing moderating inflation and continued solid economic activity will continue to buoy investor expectations this week, albeit with a

The Producer Price Index and Consumer Price Index numbers for July, scheduled for release this week, remain very important to the Federal Reserve as it reflects upon the onslaught of criticism it has received recently. The next Federal Open Market

It has been highlighted for several weeks now that the US economy may be slowing and that the Federal Reserve's dual mandate of price stability and full employment was becoming an increasing concern for investors.  Last week's employment report,

There is only a small chance that there will be many surprises in the FOMC Interest Rate decision on Wednesday, despite this writer’s hope that the interest rate cut that now seems firmly supported by the data might happen sooner rather than later.

As the Federal Reserve steps gingerly towards its next interest rate decision at the FOMC meetings scheduled for July 30-31, the data released this week will be critical.  Markets do not expect any interest rate cut in July but have begun to

You are excused if you are feeling like you have a bad case of adult-onset ADD.  It is hard to keep focused at the moment.  However, this is precisely when the "dismal science" of economics can earn its keep by reminding us that there is an economy

The U.S. economy is slowing down. Nonfarm payroll numbers for June, released last Friday, were accompanied by a downward revision in the numbers for May and April.  When combined with an increase in the unemployment rate, a deceleration in personal