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2026 Q1 Commentary

May 1, 2026

Topics discussed in this quarter’s commentary are:

  • The Iran War
  • Dimming of the Liberal World Order
  • The Tariff Chaos
  • The K-Shaped Economy
  • AI-Labor Displacement
  • Ballooning Deficit
  • Conclusions & Expectations

The first quarter commentary offers a more in-depth discussion about the economy and investment in general. Our full report can be accessed here.

Recent Insights

Trump IRA Fact Sheet

https://nexus338.com/wp-content/uploads/Trump-IRA-Fact-Sheet-2026-04-30.pdf

FOMC April 29, 2026, Press Release – What has changed?

Summary: Recent indicators suggest that economic activity has been expanding at a sold pace. (No Change) Job gains have remained low, on average, and unemployment rate has been little changed in recent months. (Change) The Committee seeks to achieve maximum employment...

FOMC April 29, 2026, Press Conference Q&A Summary

Dual Mandate Affirmation The U.S. economy has been expanding at a solid pace. While job gains have remained low, the unemployment rate has been little changed in recent months. Inflation has moved up and is elevated, in part reflecting the recent increase in global...

FOMC March 18, 2026, Press Conference Q&A Summary

The following summary represents direct quotes (with minor immaterial changes to make reading easier) from the press conference – Prepared remarks and Q&A session. Dual Mandate Affirmation The U.S. economy has been expanding at a solid pace. While job gains have...