Tom’s Quarterly Economic Update Q1 2026
Quarterly Economic Update In the last quarter, we have entered a war with Iran that threatens global economic stability. Iran has closed the Strait of Hormuz through which a significant…
Entries by Tom Mallini
Quarterly Economic Update February 2026
With all the chaos and volatility we saw in 2025, economic data has not changed significantly since our last quarter economic report. Equities and bonds both delivered positive returns. The…
Tom’s 2025 Q3 Economic Report
Please Note: This article contains several acronyms and technical terms. Please refer to the glossary at the end for definitions, or contact a member of our team for further clarification. In our…
Tom’s 2025 Q1 Economic Update
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks returned -2% in February, -6%…
Tom’s Q4 Economic Update
Learn more about Tom’s take on the last quarter of 2024.
Tom’s Q3 Economic Update
In last quarter’s report we looked at economic growth, interest rates, and the probability of a recession versus a soft landing. The good news is that the most recent economic…
Tom’s Economic Update
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a sell-off driven by concerns that…
Tom’s Q1 Economic Update
Inflation, national debt, deficit spending, GDP, productivity, how does a person sort through and make sense from all this data? In 1966, I was a high school senior, and I…
