Research Library

Blake Huber

Up until last month, the market priced in 2 additional interest rate cuts for 2026. After the Federal Reserve meeting in March, the market is now pricing in a rate increase in Q4 of 2026. This is a dramatic swing of 75 bps of tightening. Despite comprehensive calls for a U.S. recession in the last 2 years, the opposite appears to be occurring. There is wide-ranging evidence the economy is accelerating. This acceleration is unwelcome as inflation is still dramatically above the Federal Reserve target of 2% and will be exacerbated by increasing economic pressures.

Russell Moore

The application of Machine Learning to security analysis. Comparative analysis of Meta and other industry titans comparing and contrasting their respective goals for machine learning programs.

Blake Huber

President Trump has levied severe tariffs on trading partners because of the U.S. has largely run a negative trade balance for decades. On a global basis, trades should be a zero-sum game; however, it is not. This presentation shows that the average developed economy runs a current account deficit in the world today.

Teresa Marziano

Theresa reviews current economic state mid-year 2025.

Teresa Marziano

Theresa reviews the delayed effects of tariffs and how it and other factors have impacted inflation.