Stonebridge Capital Advisors

Stonebridge Economic Outlook – January 6, 2025

Stonebridge Economic Outlook – January 6, 2025

Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it faces the incoming new government administration, along with other various factors influencing its growth in 2025.

Key Headlines:

  • Trump Policy Assumptions
  • The Yield Curve and Recessions
  • Implications for Interest Rates

Addressing this, our Stonebridge Chief Economist – Daniel E. Laufenberg, Ph.D. – forecasts what lies ahead for monetary and fiscal policy.

Read Economic Outlook Update

Stonebridge Economic Outlook Update

On Tuesday, November 5th, 2024, our nation re-elected President Donald Trump into the White House as the 47th President of the United States of America, and as of writing, the Republican Party has won the Senate and has secured majority of the House of Representatives.

Following the election’s “red sweep” results, on Thursday, November 7th, 2024, the FOMC announced its decision to cut interest rates again – this time by 25 basis points.

Without a doubt, this was a notably historic week for America. So, what does this mean for investors and how does this impact the economy?

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Stonebridge Economic Outlook – September 20, 2024

Just like the seasons changed, from summer to autumn, so has the state of the U.S. economy and market conditions. Reflecting on the FOMC September policy meeting, economic growth, and guarded market optimism, our Chief Economist – Daniel E. Laufenberg, Ph.D. – addresses these recent events and what we can expect in the final two quarters of this year.

Key Headlines:

  • 50bps: what does the Fed’s big decision of a half-point cut mean?
  • Investment implications: how do different economic scenarios impact asset allocation strategy?
  • Prices matter: inflation has improved, but how likely is it that it reignites?

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Stonebridge Economic Outlook – June 27, 2024

And just like that, we are halfway through 2024! Addressing the state of the U.S. economy thus far, our Chief Economist – Daniel E. Laufenberg, Ph.D. – reflects how the first two quarters of this year forecast what this presidential election year has left in store for us.

Key Headlines:

  • Is a retrenchment in consumer spending in sight?
  • Is AI behind real GDP growth?
  • Will real income growth improve?

Read Article Here

April 2024 – Monthly Market Commentary

As we approach the halfway mark of the year’s first quarter earnings season, our Director of Equity and Director of Fixed Income reflect on April’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

Read Commentary Here

 

 

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