CCM Commentary Q1/2024
MARKET SUMMARY: The benchmark S&P 500 index surged by 10.6% in the first quarter of 2024, driven by robust economic conditions, anticipation of a [...]
CCM Commentary Q423
As was the case in the third quarter, interest rates were the determining factor for stock market performance in the fourth quarter of 2023. [...]
CCM Commentary Q3/2023
MARKET SUMMARY: Rising interest rates were the story for the markets during the third quarter so we will lead the discussion with bonds. Facing [...]
US Economic Update August 2023
Economic growth continues to defy most forecasters' expectations The brightest minds in both the government and private sector have called for a recession, but [...]
The Chinese Economy Hits a Great Wall
One of the highest profile economic risks for the global economy is the pronounced slowdown in China. In order of severity, the key points [...]