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Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 12, 2026 - The White House has escalated its conflict with the Federal Reserve through a Department of Justice subpoena of Fed Chair Jerome Powell and attempts to…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 5, 2026 - We have a generally positive economic outlook entering 2026, with solid GDP growth driven by consumer spending, manageable inflation, stable employment despite modest job creation…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 22, 2025 - Our outlook for 2026 is cautiously optimistic, driven by fiscal stimulus from the One Big Beautiful Bill Act boosting consumer spending, a likely pause in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 15, 2025 - After the government shutdown disrupted data releases, upcoming economic reports are expected to show the economy continuing its recent pattern of slow but steady growth…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 8, 2025 - The AI trade has become more selective as investors shift from broad enthusiasm to carefully evaluating individual tech companies’ fundamentals, risks, and actual results.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 1, 2025 - Markets rallied to near all-time highs last week as investors welcomed signals of a potential December rate cut and the emergence of dovish Kevin Hassett…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 24, 2025 - Despite recent market pullbacks, the AI sector is not experiencing a bubble bursting but rather a healthy market correction where investors are becoming more selective…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 17, 2025 - The 43-day government shutdown temporarily reduced Q4 2025 GDP by 1.5%, but federal operations have resumed and most economic impact will be recovered in Q1…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 10, 2025 - The Secured Overnight Financing Rate—a key short-term borrowing rate—has risen above normal levels due to quantitative tightening and the government shutdown, but these pressures should…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 3, 2025 - Despite the government shutdown preventing official employment data release, alternative indicators like ADP reports, jobless claims, and Indeed postings point to a labor market in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 27, 2025 - The latest Consumer Price Index data shows headline inflation remaining around 3%, which shouldn’t prevent the Federal Reserve from cutting rates again this week given…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 20, 2025 - Two auto-industry bankruptcies involving alleged fraud have spooked markets and raised concerns about systemic lending problems, but current data suggests these are isolated incidents rather…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 13, 2025 - When building a diversified portfolio, there's a good case to be made for including international stocks.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 6, 2025 - With federal employment data sources dark during the government shutdown, estimates from ADP and Revelio suggest modest September payroll gains of roughly 38,000, consistent with…

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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