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Insights & Commentary

Read Insights from our people or browse our quarterly economic and capital markets commentaries.

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2024
Second Quarter 2024

The Economy: A Look Under the Hood

“I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff too.” – Steve Martin, Comedian

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2024
First Quarter 2024

Gazing Into the Crystal Ball

“There are two kinds of investors, be they large or small: those who don’t know where the market is headed, and those who don’t know that they don’t know.” – William J. Bernstein, PhD

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2023
Fourth Quarter 2023

Tapped Out?

“The entire world economy rests on the consumer; if he ever stops spending money he doesn’t have on things he doesn’t need – we’re done for.” – Bill Bonner, Author

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