The third quarter was anything but dull. Markets spent much of the summer digesting a cocktail of Fed rate cuts, political drama, and tariff talk that rattled headlines almost as much as they moved prices. On balance, the global economy proved more resilient than many expected, though cracks in the façade remain.  In the U.S., growth significantly increased from its earlier hiccup, confounding sceptics. Consumers kept spending - albeit more carefully - as inflation continued

Ignore the noise from D.C., and things are looking surprisingly solid. Yes, Q1 GDP hit a wall, but mostly because businesses and savvy...

For the quarter ended March 2025. Well, this is going to be tricky. Writing about Q1 in early April feels a bit like rehashing last...

For the quarter ending December 31st, 2024. Let's face it, the November election overshadowed just about everything else this past...