Markets across the world closed out the first half of 2023 on a pretty good note, rebounding a good bit from the declines of last year. Sure, interest rates have increased a lot as the Federal Reserve tries to battle inflation, but put simply: the economy is resilient as it normalizes from the bullwhip effects […]
Although markets had a decent first quarter, plenty of questions remain unsettled around the fate of inflation and interest rates, whether or not a recession will take hold, and more recently, a bank deposit crisis. Rather than unpack these events in our typical quarterly note, we put it all in episode 4 of our podcast, […]
