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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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 27, 2026 - Strong March retail data, bolstered by low unemployment and tax refunds, suggests US consumers are absorbing the energy price shock from the Iran war without…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 20, 2026 - Despite conflicting reports on the Strait of Hormuz’s status, its effective closure is disrupting global energy flows, driving up demand for US oil exports and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 13, 2026 - Surging gas prices drove a hot CPI print, and while the downstream economic impacts of inflation—from shipping to airfare—are mounting, offsetting factors like strong employment…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

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

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 23, 2026 - President Trump walked back his ultimatum to Iran over the Strait of Hormuz, but uncertainty remains about the crisis’s resolution, with lasting damage to energy…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 16, 2026 - The upcoming FOMC meeting will be closely watched as investors seek clarity on how the Fed plans to navigate the inflationary pressures of an energy…

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: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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