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 [...]
March 2025 Economic Update
SUMMARY: While headwinds persist in the form of policy uncertainty and residual pricing pressures, strong consumer fundamentals and labor market stability continue to support [...]
February 2025 Economic Update
Inflation: The US growth picture remains constructive in early 2025, yet a few worrying trends are emerging. Inflation has increased since September after contracting [...]
CCM Commentary Q4/2024
MARKET SUMMARY: The 2024 U.S. election had conflicting effects on the stock and bond markets in the fourth quarter. Stock investors responded positively to [...]
Highlights from The Economist’s special report on American Exceptionalism
In their October 19, 2024 edition The Economist published a particularly interesting special report on the state of the American economy. As a follow-up [...]