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Insights from Our CEO Budget Planning

The Strong US Dollar – How Much Longer?
By Brian Beaulieu on November 3, 2022

The US dollar, measured against the euro, is at its strongest point since November 2002 on a 3MMA (three-month moving average) basis. This is a change of 14.7% from one year ago and 18.3%...

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News Insights from Our CEO

Hurricane Ian and What It Means for the Future
By Brian Beaulieu on October 12, 2022

While we often carry ourselves as heartless economists to preserve our unbiased analysis, our thoughts and hearts go out to the victims of Hurricane Ian in Lee County/Fort. Myers, Florida.

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Insights from Our CEO Construction

What's Up With Housing?
By Brian Beaulieu on September 16, 2022

Actual results through July were on track with the forecast, but our analysis suggested the housing market was going to trend weaker than we had previously expected. The forecast was...

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Insights from Our CEO Great Depression

Understanding the Timeline: 2022–2030s
By Brian Beaulieu on August 17, 2022

The US economy is on track to grow in the third quarter of the year. However, the growth is uneven. The industries and companies that excelled because of the stimulus and/or social...

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Insights from Our CEO

GDP Is in Recession
By Brian Beaulieu on August 4, 2022

It is official. GDP (adjusted for inflation) met the definition of a recession when it declined for a second consecutive quarter based on the 2Q22 advanced release. What this means is now...

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News Insights from Our CEO

Has the Federal Reserve Gone Too Far?
By Brian Beaulieu on August 3, 2022

The Fed raised the fed funds rate by 75 basis points (bps) on July 27. The Fed had said they were going to do it. We were hoping they would change their collective mind based on several...

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