With the start of summer 2024, our Director of Equity and Director of Fixed Income reflect on May’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
May 2024 – Monthly Market Commentary
Category: Economy
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. |
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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
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.