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 [...]
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 [...]
August 2025 Economic Update
U.S. Economic Growth: The latest economic data paints a mixed picture. Second-quarter GDP was revised up to 3.3%, primarily driven by inventory adjustments tied [...]