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 [...]
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 [...]