Communication Economy License 
The Big Picture
JUNE 2, 2025
And all anybody did was complain about, or at least a lot of market participants complained about the Fed, complained about deficits, complained about the economy each the single best decade and a half in modern era for asset prices. The 15 year period ending last year was 16% annually. And we take that very seriously.
The Big Picture
MAY 6, 2025
If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. And, and now I’m convinced that the, there’s now going to be a structural shift in credit provision in the US economy that the banks are no longer going to be the mainstay for credit.
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The Big Picture
FEBRUARY 16, 2023
Carson ) • Don’t believe what anyone says about the economy. Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Including me. Will it last?
James Hendries
MARCH 6, 2023
Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?
James Hendries
JUNE 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.
Brown Advisory
MARCH 18, 2022
Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory.
Brown Advisory
MARCH 18, 2022
Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory.
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