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Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 3, 2026 - Following last week's FOMC rate hold—another "hawkish pause" with three dissents—the press conference left investors wanting clearer insight into both forward guidance and the Fed's…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 27, 2026 - US Strategic Petroleum Reserve withdrawals have helped stabilize oil markets during Strait of Hormuz disruptions, but with over 100 million barrels already drawn and disagreement…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 20, 2026 - June’s Consumer Price Index fell 0.4% as a 23% drop in WTI crude oil prices combined with unusually broad-based cooling in core inflation and encouraging…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 13, 2026 - As capital in the AI trade rotates from hyperscalers to the memory-chip makers benefiting from their spending, surging AI-driven demand has sent memory prices and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 6, 2026 - Through the first half of 2026 the S&P 500 rose another 10%, extending a gain of over 100% since late 2022 that has been driven…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 29, 2026 - At the halfway point of 2026, our Investment Office now sees the Iran war’s energy price spike as slowing progress on inflation, finds its views…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 22, 2026 - In his first Federal Open Market Committee meeting and press conference, new Fed Chair Kevin Warsh emphasized a firm commitment to price stability and the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 15, 2026 - Year-over-year consumer price inflation rose to 4.2% in May, primarily due to surging gasoline prices, though a reported US–Iran peace deal may ease energy pressures…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 8, 2026 - Once SpaceX goes public at a $1.77 trillion valuation, most major indexes will fast-track its inclusion and it’s expected to eventually become a top 15…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 1, 2026 - Despite stagnant real disposable incomes driven by slowing wage growth and persistent inflation, consumer spending has held up—in part due to declining savings rate and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 26, 2026 - Incoming Fed Chair Kevin Warsh faces a challenging start to his tenure as an Iran war–driven energy shock has pushed inflation well above the Fed’s…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 18, 2026 - The 10-year Treasury yield climbing above 4.5%, rising inflation driven by the Iran conflict’s disruption to the Strait of Hormuz, and growing expectations of a…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 11, 2026 - The April jobs report showed steady unemployment at 4.3% and solid payroll growth, suggesting the labor market is stabilizing toward more hiring, which gives the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 4, 2026 - AI infrastructure investment has emerged as a key driver of broader economic growth, with capital expenditures up 10% in the first quarter of 2026 and…

Joseph Matus, Principal

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: November 2026 Economic and Market Outlook

November 4, 2026 - Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle…

Ben Pace

Partner & Chief Economist

Individuals and Families

Potential Economic and Market Implications of the Midterm Elections

November 5, 2026 - The midterm results continue a long-term trend in American politics of the party that holds the executive branch losing the midterm elections. This extreme political…

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

The Pace Perspective: Are Concerns About Financing in the AI Space Warranted?

November 11, 2026 - While US equity markets are up solidly year to date and trading near all-time highs as of the end of October, there have been some…

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