CCM Commentary Q425
MARKET SUMMARY: Investors enjoyed a resilient "everything rally" for both the stock and bond markets in 2025. The markets defied fears of a trade [...]
The K-Shaped Economy and Stock Market
Common Economic Recovery Shapes When an economy falls into recession and begins to recover, economists often describe the shape of that recovery using letters [...]
CCM Commentary Q325
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]
Making Sense of First and Second Quarter 2025 GDP
Gross Domestic Product (GDP) figures for the first two quarters of 2025 were highly confusing for economists. Taken at face value, the first quarter’s [...]
CCM Commentary Q225
MARKET SUMMARY: Stocks began the second quarter with continued declines, culminating in a sharp selloff following the April 2 “Liberation Day” announcement of broad-based [...]