by editor | Aug 26, 2024 | Newsletters, Our Insights
The Roundup Quarter in Review – Q2 2024 The one common theme that continues to ring through the markets over the last several quarters, and this one was no exception, eternal hope for interest rate cuts by central banks supported by lower inflation. In June, the...
by editor | Jul 1, 2024 | Newsletters, Our Insights
The Roundup Quarter in Review – Q1 2024 From the end of 2023 and into the first months of 2024, a “risk on” mentality persisted where certain themes were playing through: 1) The market embraced a “soft landing” as opposed to a full-blown, nasty recession. 2) The...
by editor | Apr 1, 2024 | Newsletters, Our Insights
The Roundup Quarter in Review – Q4 2023 As I sit here writing this article at the beginning of the year the same question is blaring on the TV from behind me that was last quarter and, for that fact, all of 2023: will a soft landing be orchestrated, or will we have a...
by editor | Oct 1, 2023 | Newsletters, Our Insights
The Roundup Quarter in Review – Q3 2023 Q3 continued with the debate of recession vs. soft landing for the economy with many falling into the softlanding camp (and why not, as both the job market and consumer spending remained healthy). In fact this “healthy...
