Recent News and Insights
Market Commentary: September 4, 2025
The economic data released on Friday, August 29th was in line with expectations. Headline Personal Consumption Expenditure Price Index (PCE), the Fed’s preferred measure of inflation, increased 2.6% year-over-year while Core PCE, which excludes food and energy prices, increased 2.9%. Personal income was up 0.4% compared to the previous month while personal spending increased 0.5%.
CNBC — John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Last week, a collection of economic data [...]
Once in a Blue Supermoon Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Last Wednesday’s [...]
We recently held our 2023 Midsummer Economic Outlook event in Avalon, NJ. Haverford CIO [...]
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Noah Fisher, CFA, Senior Research Analyst nfisher@haverfordquality.com The saying ‘sell in May and go [...]
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Christmas in July Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com I first remember hearing [...]
