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Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 29, 2025 - The drop in weekly jobless claims highlights a labor market still defined by limited hiring but minimal firing, leaving consumer spending largely unaffected for now.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 22, 2025 - Despite softer labor markets, August retail sales climbed solidly, with spending supported by rising wages, strong retiree wealth, and future tax refund tailwinds.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 15, 2025 - Core goods inflation ticked up modestly due to tariff pressures, but broader disinflation trends and weakness in the labor market remain the Fed’s primary focus.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 8, 2025 - Despite August’s weak jobs report, equity markets rallied on expectations that looser monetary policy, fiscal stimulus, and steady corporate earnings will sustain economic growth.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 3, 2025 - July’s income and spending data showed steady income growth and resilient consumption, while sticky 3% inflation highlights the Fed’s challenge of reaching its 2% target…

Joseph Matus, Principal

Joseph Matus

Principal

Individuals and Families

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 25, 2025 - At the Fed’s Jackson Hole symposium, Jerome Powell shifted focus toward labor market risks, downplayed tariff-driven inflation, and hinted at potential September rate cuts, sparking…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 18, 2025 - July inflation data showed modest tariff impacts and rising producer costs, but overall price pressures stayed contained, allowing the Fed to keep a door open…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 11, 2025 - President Trump’s nomination of Stephen Miran to the Fed Board could signal easier monetary policy, though the final direction hinges on committee votes and an…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 4, 2025 - Friday’s payroll report revealed a stalled labor market with limited hiring but minimal layoffs, indicating a fragile balance that continues to support consumer spending for…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 8, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Five Questions on Our Minds for 2025

January 7, 2025 - After turning the page on an action-packed 2024, here are five questions on our minds as we ponder the potential paths forward for 2025. These…

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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