We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.

FHN Financial Economic Weekly

Forecast Update: Faster Growth, Fewer Cuts

We updated our forecast this week, and in the process were reminded how much the justification for rate cuts eroded in the first quarter. From “the Fed should cut because the economy is weak and inflation is falling,” we have come all the way to “the Fed should cut, even though the economy is strong and inflation may not drop much further.” Needless to say, market rates have moved and the outlook has changed as a result.

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