Stonebridge Capital Advisors

February 2024 – Monthly Market Commentary

Stonebridge Economic Outlook – December 28, 2023

What’s in Store for 2024?

To conclude this year’s final quarter, Daniel Laufenberg, Ph.D. addresses what the coming year has in store for the U.S. economy. In this article, he provides greater insight on why a recession is still needed for the Fed to achieve its inflation target, but how the narrative has changed.

The key headlines are:

  • Why the Fed is in no hurry to cut rates
  • A reflection of GDP, employment, CPI, and inflation data
  • Explaining the economy’s recent gain in momentum

Read Article Here

Q3 2023 Stonebridge Economic Outlook

In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the final quarter of this year. Discussing the economic data and conditions reported thus far, he provides a forecast for the economic and market activity that lies ahead for the remainder of 2023.

The key headlines are:

  • Rising Pressure on Interest Rates
  • Implications of an Inverted Yield Curve
  • Anticipated Outlook for the Fed

Read Article Here

Q2 2023 Stonebridge Economic Outlook

In this article, Chief Economist, Daniel Laufenberg, Ph.D. discusses how the economy has looked so far in 2023 and where it may go.

The key headlines are:

  • Current Outlook
  • U.S. Dollar’s Reserve Currency Status?
  • Budget Deficits and Debt Ceiling

 

Read Article Here

Stonebridge Economic Forum 2023

With a new year well underway, the U.S. economy, market conditions, and a forecast into what lies ahead remain top of mind.

At our annual Stonebridge Economic Forum last month, our Chief Economist, Director of Fixed Income, and Director of Equity discussed the challenging economic outlook, addressed portfolio management at Stonebridge, and answered questions from our clients.

Enjoy the insightful, exciting discussion from our featured speakers – Daniel Laufenberg, Ph.D., Jon Lynn, and Michael Dashner, CFA – as they share their expertise and perspectives.

Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.

Stonebridge’s Response to Recent Industry Events

On behalf of Stonebridge Capital Advisors, we would like to share our perspective on the recent issues impacting the U.S. banking system. In this commentary, we provide an outlook on what has transpired in the industry, specifically the closing of Silicon Valley Bank by the FDIC, and the measures our firm is actively taking to handle the matter.

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2023 Q1 Stonebridge Economic Outlook

In this article, Chief Economist, Daniel Laufenberg, Ph.D. reflects on the strong start to 2023. Referencing key historic moments, similar to what the U.S. economy seems to be facing today, he provides a forecast for the economic and market activity that lies ahead.

The key headlines are:

  • Continuing the battle against stubborn inflation
  • Anticipated actions of the Fed – to shock or not to shock the economy into a recession
  • Questioning the effectiveness of monetary policy

Article Here

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