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Mid-Cycle Expansion Poised for Pending Tax Boost in 2026
THE QUARTERLY PERSPECTIVE Mid-Cycle Expansion Poised for Pending Tax Boost in 2026 One Big Beautiful Bill Act (OBBBA) expected to lift consumers and GDPIn the midst of last year’s tariff turmoil, Congress passed a substantial tax reform...
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Welcome to the "K-Shaped" Economy
THE QUARTERLY PERSPECTIVE Welcome to the "K-Shaped" Economy State of the economy not the same across America? Over the years, economic commentators have sought efficient ways to communicate complex concepts into simplified packages.
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Tariffs Dominate the Outlook
THE QUARTERLY PERSPECTIVE Tariffs Dominate the Outlook As the U.S. economy was beginning to find balance, proposed tariffs disrupt future expectations. In the three weeks since the initial “Liberation Day” April 2nd tariff announcement...
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When Negative Consumer Sentiment is at Odds with Positive Economic Reports
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MoreFed Weighing Interest Rate Cuts as Progress on Inflation Continues
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
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Cooling Labor Markets Are Welcome News to the Fed, But More is Needed
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MorePersistent Economic Growth Defying Recession Expectations…So Far
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MoreAfter Silicon Valley Bank, What Now?
Responses by the Fed will likely be well received. The events surrounding the Silicon Valley Bank failure and the regulatory takeover of Signature Bank are not only grabbing headlines, they are also creating consequential shifts to...
Read MoreLooking into 2023 and Surveying Silver Linings
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MoreSearching For A Turning Point
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MoreUnpacking the Recession Question
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
Read MoreWorking Through the Process
“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive...
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