Thought Leadership

Macro & Market Perspectives

Economic Overview

Next to the word “boredom” in the dictionary should be the following two things: The 1st quarter of 2024 Gross Domestic Product (GDP) report Recent GDP estimates for the 2nd quarter of 2024 Neither good nor…

Trading Perspectives Podcast

China Has Peaked

Listen to the full episode here.  John Norris (00:30): Well, hello again everybody. This is John Norris at Trading Perspectives. As always, we have a good friend, Sam Clements. Sam, say, hello, Sam Clement  (00:36): John.…

Common Cents Blog

The CPI is Perfectly Imperfect

This week, the Bureau of Labor Statistics (BLS) announced the Consumer Price Index (CPI) for June 2024 fell 0.1%. This negative number was better than the analysts we were expecting, and pretty much guaranteed the Federal…

Common Cents Blog

In the UK, Be Careful For What You Wish

Yesterday, as Americans were celebrating Independence Day and broiling in the heat, the United Kingdom (UK) held elections. That the unpopular, ruling Conservative and Unionist Party (Tories) would take a beating was a given. The only…