Economic & Market Update Insights

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

June 2023 Economic & Market Outlook

June 2, 2023   -   The global economy continues to show signs of strength amidst uncertainties, with the U.S. witnessing strong job and wage growth, despite concerns of short-term rates and banking turmoil. The GDP growth is projected to be around 1%-2% for the second quarter. There are rising concerns around inflation and the tightening of monetary policies, both in the U.S. and Europe. The Chinese economy's recovery is reportedly slower than anticipated, leading to expectations of further support from the People's Bank of China.

Joseph Matus

Senior Associate

Economic & Market Update

Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World

In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized opportunities. Through reshoring, companies can build resilience, stability, and prosperity by bringing production back to domestic or regional markets. This white paper explores the transformative potential of reshoring, uncovering strategies for success in an interconnected global landscape.

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

Weekly Investment Perspectives

Markets show increased confidence that a deep economic recession can be avoided even amid uncertainty around debt ceiling negotiations.

Christian Thwaites

Partner

Economic & Market Update

Debt Ceiling Countdown and The Legend of Zelda

Insights from Christian Thwaites’ investment analysis: A retrospective of the past week and a forecast of the coming days.

Christian Thwaites

Partner

Economic & Market Update

The Debt Ceiling: Where We Are, Where We’re Headed

The U.S. Treasury is approaching the limit of its borrowing capacity, and if the debt ceiling is not raised soon, the government may face a default. This article explores the current situation and the potential consequences of a default.

Christian Thwaites

Partner

Economic & Market Update

The Kraken Wakes, or Japan Revisited

Insights from Christian Thwaites’ investment analysis: A retrospective of the past week and a forecast of the coming days.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.