Perspectives: Inflation Angst
by Holger Berndt | August, 2025 | RSS Perspectives
Our economy is large and complex. Assessing its health and likely path requires examining many different measures, all of which are interconnected to some degree. One of the most relevant variables is the rate of inflation. In its most basic form, rising prices stem from too many dollars (i.e. demand) chasing too few goods and services (supply). Other factors, such as tariffs, can also have a significant impact. There are currently differing schools of thought about the outlook for inflation among both economists and investors, creating heightened uncertainty.
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Perspectives: Outlook for 2024
by Holger Berndt | December, 2023 | RSS Perspectives
Despite the volatility, stocks have performed well this year. Year-to-date through the end of November, the S&P 500 has gained 19%. With all the uncertainties facing investors at this time last year, many have been surprised by the market’s advance this year.
Perspectives: Chugging Along
by Holger Berndt | September, 2023 | RSS Perspectives
At the beginning of this year, many economists forecast a significant recession to materialize by now. Instead, the economy has continued to grow despite the strong headwind from much higher interest rates. With inflation waning and continued broad-based momentum in…


