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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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 9, 2026 - Conflict in the Persian Gulf has disrupted global oil supply, and while the US maintains energy independence, the fungibility of crude oil means Americans are…

Joseph Matus, Principal

Joseph Matus

Principal

Individuals and Families

What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 2, 2026 - While energy markets have reacted to Operation Epic Fury with an immediate spike in oil and gas prices, historical precedent—such as the 2022 Russia-Ukraine conflict—suggests…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 23, 2026 - The Supreme Court’s ruling that International Emergency Economic Powers Act tariffs were unconstitutional offers only temporary trade relief, as the administration is pivoting to alternative…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 17, 2026 - After years of AI-driven concentration, 2026 is off to a promising start for diversification, with the Magnificent Seven lagging while value sectors, small caps, and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 9, 2026 - Software stocks have declined sharply amid concerns that AI could enable businesses to build internal capabilities and reduce reliance on enterprise software, though this view…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 2, 2026 - Precious metals experienced dramatic declines on Friday following many months of gains, with analysts attributing the crash to factors including Kevin Warsh's Fed chair nomination,…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 26, 2026 - Japanese bond markets are grappling with rising yields amid inflation concerns, potential currency intervention, and a new prime minister’s fiscal stimulus plans, while investors push…

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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