Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating, and importantly, market leadership was broadening beyond a narrow group
From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we entered 2026. Growth was firming, overall earnings were strong, inflation
Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered the fourth quarter of 2025. Early signs of improving breadth
The scoreboard for 2025 has been anything but dull. Tariffs, OBBBA and AI, Oh My! After a strong opening to the year, momentum has slowed as stubborn inflation and moderating growth have reminded us that
In aviation, instrument meteorological conditions (IMC) are weather conditions where visibility deteriorates to the point that usual visual references outside the airplane can no longer be seen or safely relied upon. Instead of being able
Over the weekend, a Republican House and Democrat Senate Congress passed the Social Security Fairness Act of 2023 aka H.R. 82 and President Biden is expected to sign it into law. For the last 40 years
Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. Just days away from the 60th quadrennial Presidential election and weeks away from closing out
The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the grandest stage and performed at
