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Review and Outlook
June 2023
June 6, 2023
"Washington’s debt ceiling showdown might have dominated the news in May, but it ultimately proved to be a non-event."
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May 2023
May 4, 2023
"Q1 GDP missed, +1.1% vs. +1.9%, yet below the surface it was a fairly strong report. After a persistent build-up over the last two years, a sizable drop in inventory levels detracted 2.26% from quarterly growth as consumption exceeded production."
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April 2023
April 5, 2023
"The most surprising part of the failure of Silicon Valley Bank (SVB), the largest since 2008, was that it failed for very old-fashioned reasons."
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March 2023
March 7, 2023
"The “immaculate deflation” narrative ended abruptly at the beginning of February after a series of data points dashed hopes for an early end to the Federal Reserve’s hiking cycle."
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February 2023
February 7, 2023
"The standout moment of the Federal Reserve press conference on February 1st was when Chairman Powell was given an opportunity to pivot and push back against market faith but chose not to."
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January 2023
January 5, 2023
"There is currently a broad consensus that the Federal Reserve will overtighten in their fight against inflation, causing a recession. And, for the bulls in the room, the strength of that consensus is maybe the best contrarian indicator for hope."
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December 2022
December 6, 2022
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November 2022
November 3, 2022
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October 2022
October 6, 2022
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September 2022
September 7, 2022
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About Appleton
Overview
Who We Serve
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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