Q4 2024 Commentary: Defying Expectations, Embracing Optimization

Published on January 22, 2025

Markets vigorously adjusted expectations for a new regulatory, economic, and geopolitical landscape driven by U.S. politics.

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The 60/40 Model and The Elephant in the Room

January 22, 2025
As economists and financial market forecasters, we are constantly amazed at how so many people analyze, forecast, research, and discuss important topics without ever addressing the elephant(s) in the room.

Banks Kick Q4 Earnings Season Off with a Bang As CEO Sentiment Improves

January 22, 2025
Big US banks marked the beginning of the Q4 earnings season when they released results last week, and overall they were positive. Because of their position opening up the earnings season they tend to set the tone for things to come.