April 2026 Economic Update
The latest economic data paints an encouraging picture. First-quarter GDP grew at a healthy 2.0% annualized rate. Consumer spending slowed from recent levels but [...]
CCM Commentary Q126
MARKET SUMMARY: The first quarter of 2026 was defined by a sharp pivot from optimism to geopolitical volatility, as investors grappled with the war [...]
January 2026 Economic Update
The U.S. economy is beginning 2026 in better shape than many expected. After a choppy 2025 that included a government shutdown and uneven growth, [...]
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 [...]