Entries by Casey Jurinske

2024 Outlook Executive Summary

DOWNLOAD THE ORIGINAL EXECUTIVE SUMMARY In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. […]

2023 Midyear Outlook

Read the full report here. Here are the highlights from this edition of Midyear Outlook 2023: Even amid a strong labor market, small businesses plan to slow expansion plans as the Federal Reserve (Fed) maintains steadfast on price pressures.  This could, in turn, cause the economy to soften. We expect inflation to ease as supply […]

May 2023 Client Letter

May 3, 2023 Dear Valued Investor, Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as several […]