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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

Joseph Matus

Principal

Economic and Market Outlooks

2025 Economic and Market Outlook

January 7, 2025 - In 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

December 2024 Economic & Market Outlook

December 4, 2024 - Our December 2024 Economic & Market Outlook analyzes the market implications of Trump’s re-election, including his policy agenda and cabinet appointments. We explore inflation trends,…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

November 2024 Economic & Market Outlook

November 8, 2024 - Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Fourth Quarter 2024 Outlook

October 10, 2024 - Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World

May 30, 2023 - In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized…

Joseph Matus, Principal

Joseph Matus

Principal

Individuals and Families

Cash is Back: Exploring Alternatives to Traditional Bank Accounts

April 3, 2023 - With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction.

Joseph Matus, Principal