Economic Flash: A Comparison of Two Economies
The consumer outlook is influenced by income group, yet aggregate data indicates that the economy will continue to be resilient...
Economic Flash: Threading the Needle
There was a significant slowdown from the 3.4% growth rate seen at the end of 2023 to the 1.3% growth rate seen in the first quarter of 2024, down from the 1.6% early forecast...
Monday Morning Mix: June 17 - 23, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: June 10 - 16, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: May 20 - 26, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: May 13 - 19, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: The U.S. stock rally is expanding beyond technology
In March, there were some unexpectedly positive economic reports. The US economy saw its fastest pace of growth since January 2023...
Monday Morning Mix: March 18 - 24, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Jan. 29 – Feb. 4, 2024
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: The U.S. stock rally is expanding beyond technology
So far, the strong U.S. labor market has helped the economy escape a much-anticipated recession, with December's unemployment rate at only...
Monday Morning Mix: Dec 11 - 17, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Nov 20 - 26, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Oct 1 - 6, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Sep 18 - 24, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: Signs of Slowing in Job Market, Consumer Spending
The headline unemployment rate fell to 3.5%, while most other indications showed a slowdown of the labour market...
Monday Morning Mix: Aug 7 - 13, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: Is the 2023 Comeback Going to Be Too Rapid?
Although U.S. inflation remains higher than the Federal Reserve's 2% objective, the Personal Consumption...
Monday Morning Mix: Jun 26 - Jul 2, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: May 23 - 29, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: Signs of Slowing
Manufacturing production was in contraction and consumer spending stayed unchanged in April, while the number of claims for U.S. unemployment...
Monday Morning Mix: April 17 - 23, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: March 13 - 19, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: February 13 - 19, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: Cheers to the New Year!
There may be a mild recession or a downturn that affects different parts of the economy, but fears of economic turmoil have not materialized just yet...
Monday Morning Mix: January 9 - 15, 2023
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: November 21 - 27, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: The Only Thing That Matters Is Inflation
Consumer confidence is marginally up from all-time lows at 58.6, while personal income, consumption, and labor force participation all climbed in...
Monday Morning Mix: September 12 - 18, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: July 18 - 24, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Things to Remember When the Market Is Bearish
The markets had a historically terrible week last week. As news reports keep stirring up emotions among investors, I'd want to provide some more context...
Monday Morning Mix: June 6 - 12, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: May 9 - 15, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: April 18 - 24, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Feb. 28 - Mar. 6, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
First Impressions on the Crisis in Ukraine
I want to begin by stating that our thoughts and emotions are with the people of Ukraine today, even if this email is going to be about your portfolios...
Monday Morning Mix: Jan 10 - 16, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Jan 3 - 9, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Nov. 29 - Dec. 5, 2022
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: October 11 - 17, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: September 13 - 19, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Electricity Is Core Infrastructure
Infrastructure is once again a buzzword, as the US Senate is on the verge of authorizing $1 trillion in new infrastructure expenditure. We have long...
Monday Morning Mix: July 19 - 25, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: Markets and the Economy Are Doing Well So Far
In June, the economy continued to improve as state and municipal governments relaxed Covid-19 restrictions and consumer...
The Key to Raising Money Wise Kids
Money is frequently the unseen elephant in the room. There are numerous reasons to avoid discussing it, ranging from children's eyes glazing over...
Monday Morning Mix: May 17 - 23, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: Accelerating Growth, But Hopefully Not Inflation
In the first quarter of 2021, the US economy gained 6.4 percent on an annualized basis...
Monday Morning Mix: April 5 - 11, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: March 22 - 28, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: The Goal Is Non-Inflationary Growth
Retail sales (+5.3 percent) and durable goods orders (+3.4 percent) have recently met or exceeded estimates...
Rebalancing Portfolios at Market Highs
After a year of rising stock prices, your portfolio may be overly reliant on equities. How do you rebalance when bonds...
Monday Morning Mix: February 8 - 14, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: February 1 - 7, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
It’s a Great Time to Retire IF You Can Answer These 3 Questions
You are not alone if you want to retire sooner rather than later. According to the Pew Research Center, more individuals...
Monday Morning Mix: January 18 - 24, 2021
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic News Flash: Vaccines and Stimulus to the Rescue
Economic data has gradually improved: home prices in the United States are up 8% year on year, and manufacturing...
Monday Morning Mix: December 21 - 27, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash: COVID Vaccines Boost Stocks to New Highs
Consumer confidence has slowed, and lapsed government COVID benefits have taken a toll...
Monday Morning Mix: September 7 - 13, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: A Sort of Recovery, But Not a V-Shaped Recovery
The US GDP plunged 9.5 percent in the second quarter of 2020, the greatest decrease in history...
Monday Morning Mix: July 6 - 12, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Update: The Markets Move Forward: What Could Go Wrong?
The US GDP plunged 9.5 percent in the second quarter of 2020, the greatest decrease in history...
Monday Morning Mix: May 4 - 10, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: April 13 - 19, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
The Economic Repercussions of COVID-19
We are only now beginning to see data indicating a recession in the United States. New unemployment claims have...
Monday Morning Mix: March 16 - 22, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash – COVID-19: A Meaningful Antagonist to Growth
The index of leading economic indicators (+0.8% monthly increase) and construction activity...
Monday Morning Mix: February 17 - 23, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
What to Expect from Brexit in 2020: Not All that Much
After nearly four years, three prime ministers, and numerous national referendums, the United Kingdom (UK) eventually exited the European Union...
Monday Morning Mix: January 20 - 26, 2020
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash – After a Successful Year
Even if US corporate earnings growth picks up in 2020, a major question is how much of that increase, has already been represented...
Monday Morning Mix: December 9 - 15, 2019
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Economic Flash – Better-than-Expected but Not-So-Great Economy
We remain marginally biased toward risk reduction and recommend topping up exposures to core fixed-income...
Monday Morning Mix: Jul. 29 - Aug. 4, 2019
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: June 3 - 9, 2019
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
ESG Investing: It’s Not about Politics
TC Capital Partners has always thought that investing based on Environmental, Social, and Governance (ESG) concerns is about performance...
Monday Morning Mix: Mar 25 - 31, 2019
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
The Significance of JPM Coin: Beyond Bitcoin and into Private Block chain
JP Morgan Chase received a lot of press attention last week. The reason is because it has launched its own digital currency, JPM Coin...
Monday Morning Mix: Jan. 28 - Feb. 3, 2019
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
A Change in the Markets
Repricing across all major asset classes has begun with a vengeance since December, as is to be expected during periods of rising interest rates...
Monday Morning Mix: Nov. 12 - 18, 2018
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Oct. 8 - 14, 2018
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
Monday Morning Mix: Sep. 10 - 16, 2018
The following are the headlines discussed at TC Capital Partners Monday morning briefing...
What Does Long Term Mean?
People in the financial field frequently discuss the long term: "Long term, we believe such and such." Alternatively, "In the long run, this is likely to happen...
Emerging Markets Volatility: A Bit of Perspective
China, Turkey, Russia, Brazil, and Argentina are among the countries involved. Stock and bond values in these and other emerging economies have plummeted this year...
