22 Oct 2026

3rd Quarter Newsletter 2026

Market Recap On the surface, the third quarter looks unremarkable. The U.S. stock market returned 2.3% and is 12.7% higher for the year, with record highs set along the way. Beneath that modest move, however, was a bond market that took over the narrative. The Federal Reserve raised interest rates for the first time in […]

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22 Oct 2026

3rd Quarter 2026 | Outlook for the US Economy by Dr. Ray Perryman

Outlook for the US Economy – 3rd Quarter 2026 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment – Growth in the United States economy continues to be generally sluggish, with a gain of 509,000 net new jobs over the 12-month period ending September 2026 yielding a growth rate of only 0.32%. […]

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21 Jul 2026

2nd Quarter Newsletter 2026

Market Recap The second quarter of 2026 was a sharp reversal of the first. Just three months ago, the first quarter had delivered a decline of 5% in U.S. stocks, the energy sector was up nearly 38%, software names were down 24%, and there was a genuine fear that a prolonged closure of the Strait […]

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21 Jul 2026

2nd Quarter 2026 | Outlook for the US Economy by Dr. Ray Perryman

Outlook for the US Economy – 2nd Quarter 2026 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment – Growth in the United States economy has slowed significantly, gaining 531,000 net new jobs over the twelve-month period ending June 2026, an annual employment growth rate of only 0.33%. Over the past year, the […]

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17 Apr 2026

1st Quarter Newsletter 2026

Market Recap Never a dull news cycle! Investors were barraged with a staggering number of events during the quarter. There was no shortage of geopolitical headlines with the year kicking off with the capture and extradition of Venezuela’s then-president, Nicolás Maduro. And as the first quarter ends, conflict in the Middle East dominates the narrative […]

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17 Apr 2026

1st Quarter 2026 | Outlook for the US Economy by Dr. Ray Perryman

Outlook for the US Economy – 1st Quarter 2026 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment – The United States economy gained 235,000 net new jobs over the 12-month period ending March 2026 for an annual employment growth rate of 0.15%. Over the past year, the educational services, health care, […]

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