Navigating Uncertainty: The U.S. Economy & Financial Markets Offer Opportunities

Though we are getting limited amounts of economic data during the federal government shutdown, the official and private sector data we are receiving generally paints a positive picture for U.S. economic activity. For example, the official Consumer Price Index (CPI) numbers released in late October showed that inflation is persistent, but the monthly update came in a little lower than expected. Despite all the headlines around a soft start to the year for GDP growth, such as uncertainty around tariffs and ge ...