stay informed

Market Updates

< Back to All Market Updates

2Q23 Update & Outlook

Interest rates are at 20-yr highs, yet unemployment is at 50-yr lows, core-PCE is near 30-yr highs, and Wall Street (and Fed) economic forecasts continue improving.  What explains the disconnect between these unexpected outcomes and those expected by mainstream economic textbooks? Consensus says: monetary policy works with long & variable lags.  We say: it’s the Fiscal, Stupid!

Fullscreen Mode

Our Principals

Truth

Seeking truth to better inform our decisions and better serve our clients.

Integrity

Honesty & diligence are the foundation on which we build our relationships.

Focus

Listening with intent to understand our clients' needs to achieve their goals.

Excellence

Critical & objective evaluation of our positions to reach beyond the standard.

Invest with Expertise and Innovation

Achieve Your Clients' Investment Goals

You are now leaving europacificfunds.com

We are providing a link to the third party's website solely as a convenience to you, because we believe that website may provide useful content. We do not control the content on the third-party website; we do not guarantee any claims made on it; nor do we endorse the website, its sponsor, or any of the content, policies, activities, products or services offered on the website or by any advertiser on the site. We disclaim any responsibility for the website’s performance or interaction with your computer, its security and privacy policies and practices, and any consequences that may result from visiting it. The link is not intended to create an offer to sell, or a solicitation of an offer to buy or hold, any securities.

You will be redirected to
in 5 seconds...

Click the link above to continue or CANCEL