Stonebridge Capital Advisors

July 2024 – Monthly Market Commentary

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

 

 

2024 Stonebridge Economic Forum

As we have begun the start of a new year, our Chief Economist, Director of Equity, and Director of Fixed Income, address the state of the U.S. economy and markets thus far in 2024.

Enjoy the insightful, exciting discussion from our featured speakers – Daniel E. Laufenberg, Ph.D., Michael Dashner, CFA, and Jon Lynn, as they share their expertise and perspectives, examine a comparison between the U.S. economy throughout the years, and conclude with an insightful Q&A session from our audience.

 

Stonebridge Economic Outlook – March 18, 2024

As we quickly approach the end of a first quarter, Chief Economist – Daniel E. Laufenberg, Ph.D. – addresses the state of the U.S. economy thus far in the new year. With the article’s particular focus on economic growth, he provides a comparison between the U.S. economy throughout 2023 and how it it relates to his outlook for what lies ahead in 2024.
 

Key Headlines:

  • Is a soft landing by the Fed still in sight?
  • How is consumer spending contributing to real GDP growth?
  • Will inflation remain stubbornly elevated?

Read Article Here

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

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