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 [...]
July 2025 Economic Update
Recent economic data suggest the U.S. economy is losing momentum as the effects of tariffs, higher costs, and a softening labor market ripple through [...]
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 [...]