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Dan CairnsSenior Vice President, Financial Advisor
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Dan Cairns

Senior Vice President, Financial Advisor

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Macro Memos

June 2025: A Sloppy Summer Ahead

May 2025: One More Lesson From the Oracle

April 2025: Channeling His Inner Paul Volcker

March 2025: Tariffs 101: A Primer

January 2025: Trends

 

Archived Outlooks:

 

2025 Outlook: Buckle Up

November 2024: Fiscal Dominance, Another Fine Mess

October 2024: Without Positive Returns, Financial Plans Collapse

2023 Outlook: (Dis)Inflation Head Fake

2022 Outlook: A Generational Macro-Economic Moment: Staglation is Coming

 

 

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