Hamilton Capital Partners | Atlanta, GA — Hamilton Capital Partners

Inflation has peaked

By Kelvin Lee Arguably one of the markets most anticipated prints, the July Consumer Price Index (CPI), releases Wednesday. Investors will be watching to see if inflation has peaked. The federal reserve will be looking to see if they’re pouring either champagne or a tonic on the rocks. And our office will be putting overtime […]

Are we in a recession?

By Kelvin Lee WE ARE IN A RECESSION! But not really…. Second quarter GDP numbers came out yesterday with a downside surprise of -1.6%. While this satisfies the common definition for recession of two consecutive quarters of GDP decline, we only see the print as achieving a restricted measure of the term. Why? Well first, […]