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2026 1st Quarter Newsletter

Published by Zach on April 8, 2026April 8, 2026

Q1 NewsletterDownload

Categories: Quarterly Newsletter

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2026 2nd Quarter Newsletter

The economy has remained resilient through 2026, despite ongoing supply chain disruptions and geopolitical uncertainty. US Real Gross Domestic Product (GDP) expanded in the first quarter, while business-to-business spending climbed to record highs. Consumers are resilient and continue to support economic growth even as prices have accelerated, particularly for energy.

Quarterly Newsletter

2025 4th Quarter Newsletter

The Federal Reserve cut interest rates an additional 0.25% in December, bringing the target range to 3.5% - 3.75%. Rates are expected to remain between the 3-4% range through 2026 meaning few to no cuts are currently priced in.

Quarterly Newsletter

2025 3rd Quarter Newsletter

Markets continue to make gains following the April lows. International equities continue to outperform year-to-date, supported by the weakening of the dollar.

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